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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 | $159,241 | $83,884+89.8% | $64,101+148.4% | $74,460+113.9% |
| Participation rate | 69.3% | 76.6%-7.3pp | 72.3%-3.0pp | 70.7%-1.5pp |
| Annual return | 13.63% | 16.57%-2.9pp | 33.72%-20.1pp | 34.38%-20.8pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,749-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $3,057 | $3,692-17.2% | $3,881-21.2% | $4,530-32.5% |
| Admin fee / account holder | $0 | $196-100.0% | $3,070-100.0% | $348-100.0% |