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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 | $105,390 | $68,408+54.1% | $57,196+84.3% | $57,658+82.8% |
| Participation rate | 47.0% | 79.1%-32.1pp | 75.3%-28.3pp | 70.2%-23.2pp |
| Annual return | 6.44% | 8.51%-2.1pp | 14.59%-8.2pp | 5.13%+1.3pp |
| Employer contribution / active EE | $2,127 | $2,869-25.9% | $2,683-20.7% | $1,974+7.7% |
| Participant deferral / active EE | $2,778 | $2,903-4.3% | $3,096-10.3% | $3,061-9.2% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |