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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 | $68,149 | $100,801-32.4% | $149,730-54.5% | $73,412-7.2% |
| Participation rate | 64.7% | 77.7%-13.0pp | 82.5%-17.8pp | 72.2%-7.5pp |
| Annual return | 15.74% | 265.34%-249.6pp | 276.70%-261.0pp | 59.30%-43.6pp |
| Employer contribution / active EE | $1,164 | $3,312-64.9% | $4,645-74.9% | $2,234-47.9% |
| Participant deferral / active EE | $6,519 | $6,404+1.8% | $6,843-4.7% | $3,806+71.3% |
| Admin fee / account holder | $5 | $181-97.2% | $9,310-99.9% | $158-96.8% |