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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 | $70,102 | $65,084+7.7% | $67,681+3.6% | $64,340+9.0% |
| Participation rate | 61.0% | 66.7%-5.7pp | 73.7%-12.7pp | 55.2%+5.7pp |
| Annual return | 10.72% | 20.50%-9.8pp | 590.58%-579.9pp | 24.14%-13.4pp |
| Employer contribution / active EE | $1,038 | $2,398-56.7% | $2,678-61.2% | $1,862-44.2% |
| Participant deferral / active EE | $1,670 | $3,210-48.0% | $3,976-58.0% | $2,980-44.0% |
| Admin fee / account holder | $0 | $1,415-100.0% | $6,100-100.0% | $3,703-100.0% |