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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 | $65,072+7.7% | $66,439+5.5% | $65,306+7.3% |
| Participation rate | 61.0% | 69.1%-8.1pp | 74.5%-13.5pp | 57.7%+3.3pp |
| Annual return | 10.72% | 21.50%-10.8pp | 757.66%-746.9pp | 21.94%-11.2pp |
| Employer contribution / active EE | $1,038 | $2,475-58.1% | $2,637-60.6% | $1,967-47.2% |
| Participant deferral / active EE | $1,670 | $3,234-48.4% | $3,876-56.9% | $2,959-43.6% |
| Admin fee / account holder | $0 | $1,323-100.0% | $6,173-100.0% | $3,480-100.0% |