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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 | $64,893 | $58,927+10.1% | $76,823-15.5% | $72,983-11.1% |
| Participation rate | 54.7% | 67.3%-12.7pp | 72.1%-17.4pp | 69.5%-14.8pp |
| Annual return | 21.04% | 2305.64%-2284.6pp | 1166.42%-1145.4pp | 81.01%-60.0pp |
| Employer contribution / active EE | $2,353 | $1,787+31.7% | $2,302+2.2% | $2,440-3.6% |
| Participant deferral / active EE | $3,992 | $2,690+48.4% | $3,336+19.7% | $3,608+10.7% |
| Admin fee / account holder | $53 | $4,013-98.7% | $6,422-99.2% | $5,124-99.0% |