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 | $87,771 | $44,989+95.1% | $170,435-48.5% | $77,958+12.6% |
| Participation rate | 30.2% | 64.6%-34.4pp | 83.6%-53.4pp | 71.6%-41.5pp |
| Annual return | 19.33% | 19.61%-0.3pp | 205.94%-186.6pp | 20.87%-1.5pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $3,476 | $2,208+57.4% | $4,939-29.6% | $3,537-1.7% |
| Admin fee / account holder | $37 | $69-46.7% | $13,881-99.7% | $97-62.3% |