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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 | $77,692 | $80,753-3.8% | $136,298-43.0% | $62,293+24.7% |
| Participation rate | 52.6% | 73.5%-20.9pp | 81.9%-29.3pp | 69.5%-16.9pp |
| Annual return | 22.75% | 35.83%-13.1pp | 5156.27%-5133.5pp | 28.90%-6.1pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $7,256 | $5,164+40.5% | $6,247+16.2% | $3,169+129.0% |
| Admin fee / account holder | $17 | $525-96.8% | $9,244-99.8% | $479-96.5% |