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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 | $66,325 | $95,542-30.6% | $69,483-4.5% | $67,582-1.9% |
| Participation rate | 38.8% | 79.4%-40.6pp | 74.6%-35.8pp | 71.3%-32.5pp |
| Annual return | 19.60% | 17.67%+1.9pp | 28.99%-9.4pp | 378.57%-359.0pp |
| Employer contribution / active EE | $0 | $2,989-100.0% | $2,780-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,495 | $3,263-54.2% | $3,537-57.7% | $3,539-57.8% |
| Admin fee / account holder | $0 | $90-100.0% | $3,841-100.0% | $142-100.0% |