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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 | $58,925 | $57,976+1.6% | $63,018-6.5% | $62,293-5.4% |
| Participation rate | 65.5% | 75.9%-10.4pp | 74.8%-9.3pp | 69.5%-4.0pp |
| Annual return | 16.57% | 17.54%-1.0pp | 87.62%-71.1pp | 28.90%-12.3pp |
| Employer contribution / active EE | $1,454 | $2,415-39.8% | $2,761-47.3% | $2,042-28.8% |
| Participant deferral / active EE | $2,150 | $2,956-27.3% | $3,330-35.4% | $3,169-32.2% |
| Admin fee / account holder | $166 | $276-39.7% | $3,601-95.4% | $479-65.3% |