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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 | $177,724 | $55,002+223.1% | $59,899+196.7% | $56,289+215.7% |
| Participation rate | 27.3% | 75.9%-48.6pp | 74.7%-47.4pp | 69.9%-42.5pp |
| Annual return | 9.01% | 1.13%+7.9pp | 3.46%+5.5pp | -9.96%+19.0pp |
| Employer contribution / active EE | $2,594 | $2,448+5.9% | $2,723-4.7% | $2,111+22.8% |
| Participant deferral / active EE | $5,275 | $3,121+69.0% | $3,402+55.0% | $3,350+57.5% |
| Admin fee / account holder | $0 | $236-100.0% | $3,592-100.0% | $521-100.0% |