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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 | $54,210 | $39,132+38.5% | $57,196-5.2% | $62,881-13.8% |
| Participation rate | 66.0% | 70.5%-4.5pp | 75.3%-9.4pp | 69.3%-3.3pp |
| Annual return | 5.64% | 9.24%-3.6pp | 14.59%-9.0pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,594 | $1,874-14.9% | $2,683-40.6% | $2,281-30.1% |
| Participant deferral / active EE | $2,212 | $2,374-6.8% | $3,096-28.5% | $3,203-30.9% |
| Admin fee / account holder | $170 | $2,594-93.5% | $3,141-94.6% | $4,296-96.0% |