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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 | $49,744 | $57,976-14.2% | $63,018-21.1% | $62,293-20.1% |
| Participation rate | 62.7% | 75.9%-13.2pp | 74.8%-12.1pp | 69.5%-6.8pp |
| Annual return | 12.25% | 17.54%-5.3pp | 87.62%-75.4pp | 28.90%-16.7pp |
| Employer contribution / active EE | $2,275 | $2,415-5.8% | $2,761-17.6% | $2,042+11.4% |
| Participant deferral / active EE | $2,275 | $2,956-23.0% | $3,330-31.7% | $3,169-28.2% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |