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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,051 | $51,769+102.9% | $57,349+83.2% | $52,331+100.7% |
| Participation rate | 65.9% | 75.2%-9.3pp | 75.1%-9.2pp | 68.1%-2.2pp |
| Annual return | 3.67% | 2.43%+1.2pp | 24.40%-20.7pp | 4.54%-0.9pp |
| Employer contribution / active EE | $4,950 | $2,335+112.0% | $2,689+84.1% | $1,882+163.1% |
| Participant deferral / active EE | $5,887 | $2,794+110.7% | $3,162+86.2% | $3,022+94.8% |
| Admin fee / account holder | $8 | $295-97.3% | $3,356-99.8% | $592-98.7% |