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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 | $99,928 | $67,166+48.8% | $57,349+74.2% | $55,191+81.1% |
| Participation rate | 42.9% | 77.7%-34.8pp | 75.1%-32.2pp | 69.2%-26.3pp |
| Annual return | 1.99% | 4.22%-2.2pp | 24.40%-22.4pp | 10.78%-8.8pp |
| Employer contribution / active EE | $1,925 | $2,812-31.6% | $2,689-28.4% | $1,899+1.4% |
| Participant deferral / active EE | $2,338 | $2,835-17.5% | $3,162-26.1% | $3,046-23.3% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |