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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 | $71,343 | $43,504+64.0% | $68,612+4.0% | $56,289+26.7% |
| Participation rate | 64.6% | 67.8%-3.3pp | 72.2%-7.7pp | 69.9%-5.3pp |
| Annual return | -2.79% | -3.15%+0.4pp | -4.63%+1.8pp | -9.96%+7.2pp |
| Employer contribution / active EE | $2,081 | $1,525+36.4% | $2,625-20.7% | $2,111-1.4% |
| Participant deferral / active EE | $4,149 | $2,509+65.4% | $3,311+25.3% | $3,350+23.8% |
| Admin fee / account holder | $73 | $515-85.8% | $5,131-98.6% | $521-85.9% |