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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 | $67,594+3.7% | $77,361-9.4% | $69,733+0.5% |
| Participation rate | 61.0% | 71.7%-10.7pp | 75.0%-14.0pp | 62.5%-1.5pp |
| Annual return | 10.72% | 19.20%-8.5pp | 1011.54%-1000.8pp | 15.22%-4.5pp |
| Employer contribution / active EE | $1,038 | $2,649-60.8% | $2,990-65.3% | $2,250-53.9% |
| Participant deferral / active EE | $1,670 | $3,401-50.9% | $3,911-57.3% | $3,054-45.3% |
| Admin fee / account holder | $0 | $1,159-100.0% | $5,894-100.0% | $3,102-100.0% |