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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 | $95,935 | $60,795+57.8% | $69,483+38.1% | $65,186+47.2% |
| Participation rate | 9.2% | 74.9%-65.6pp | 74.6%-65.4pp | 70.2%-61.0pp |
| Annual return | 15.89% | 17.46%-1.6pp | 28.99%-13.1pp | 29.39%-13.5pp |
| Employer contribution / active EE | $2,369 | $2,452-3.4% | $2,780-14.8% | $2,177+8.8% |
| Participant deferral / active EE | $2,427 | $3,162-23.2% | $3,537-31.4% | $3,514-30.9% |
| Admin fee / account holder | $0 | $314-100.0% | $3,841-100.0% | $847-100.0% |