Filed March 19, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,793 | $37,117-65.5% | $147,618-91.3% | $55,191-76.8% |
| Participation rate | 41.3% | 63.6%-22.3pp | 84.6%-43.4pp | 69.2%-27.9pp |
| Annual return | 0.29% | 3.44%-3.1pp | 61.98%-61.7pp | 10.78%-10.5pp |
| Employer contribution / active EE | $169 | $1,620-89.6% | $5,565-97.0% | $1,899-91.1% |
| Participant deferral / active EE | $1,180 | $1,985-40.6% | $4,895-75.9% | $3,046-61.3% |
| Admin fee / account holder | $0 | $86-100.0% | $11,612-100.0% | $91-100.0% |