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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 | $85,326 | $50,666+68.4% | $76,657+11.3% | $65,185+30.9% |
| Participation rate | 65.2% | 68.8%-3.6pp | 72.1%-6.9pp | 70.2%-5.0pp |
| Annual return | 18.66% | 28.51%-9.9pp | 1166.74%-1148.1pp | 29.38%-10.7pp |
| Employer contribution / active EE | $2,250 | $1,575+42.9% | $2,303-2.3% | $2,177+3.4% |
| Participant deferral / active EE | $4,421 | $2,647+67.0% | $3,335+32.5% | $3,514+25.8% |
| Admin fee / account holder | $56 | $463-88.0% | $6,423-99.1% | $847-93.4% |