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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 | $167,778 | $45,079+272.2% | $69,461+141.5% | $72,983+129.9% |
| Participation rate | 68.2% | 68.5%-0.3pp | 74.6%-6.4pp | 69.5%-1.3pp |
| Annual return | 23.49% | 22.65%+0.8pp | 28.97%-5.5pp | 81.01%-57.5pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,589 | $2,603+37.9% | $3,536+1.5% | $3,608-0.5% |
| Admin fee / account holder | $32 | $3,056-98.9% | $3,840-99.2% | $5,124-99.4% |