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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 | $68,452 | $42,546+60.9% | $71,796-4.7% | $55,167+24.1% |
| Participation rate | 40.7% | 59.1%-18.4pp | 69.1%-28.4pp | 69.0%-28.3pp |
| Annual return | 6.31% | 12.36%-6.0pp | 78.04%-71.7pp | 169.23%-162.9pp |
| Employer contribution / active EE | $381 | $803-52.6% | $1,924-80.2% | $1,963-80.6% |
| Participant deferral / active EE | $2,716 | $2,064+31.6% | $2,794-2.8% | $3,054-11.1% |
| Admin fee / account holder | $31 | $650-95.2% | $4,815-99.4% | $504-93.8% |