Filed April 8, 2024
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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 | $30,943 | $36,916-16.2% | $156,551-80.2% | $57,658-46.3% |
| Participation rate | 14.3% | 63.4%-49.1pp | 84.0%-69.7pp | 70.2%-55.9pp |
| Annual return | 11.63% | 12.38%-0.8pp | 32.23%-20.6pp | 5.13%+6.5pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $956 | $1,926-50.3% | $4,871-80.4% | $3,061-68.8% |
| Admin fee / account holder | $44 | $82-47.2% | $13,028-99.7% | $95-53.9% |