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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 | $62,011 | $68,408-9.4% | $57,196+8.4% | $57,658+7.5% |
| Participation rate | 51.8% | 79.1%-27.3pp | 75.3%-23.5pp | 70.2%-18.4pp |
| Annual return | 7.42% | 8.51%-1.1pp | 14.59%-7.2pp | 5.13%+2.3pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,683-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,513 | $2,903+21.0% | $3,096+13.5% | $3,061+14.8% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |