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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 | $105,095 | $44,425+136.6% | $67,834+54.9% | $55,167+90.5% |
| Participation rate | 60.2% | 59.7%+0.5pp | 68.8%-8.6pp | 69.0%-8.8pp |
| Annual return | 8.66% | 17.80%-9.1pp | 138.47%-129.8pp | 169.23%-160.6pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $7,956 | $2,166+267.4% | $3,160+151.8% | $3,054+160.5% |
| Admin fee / account holder | $6 | $530-98.9% | $4,622-99.9% | $504-98.8% |