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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 | $68,297 | $52,467+30.2% | $57,196+19.4% | $55,167+23.8% |
| Participation rate | 18.8% | 75.8%-57.1pp | 75.3%-56.5pp | 69.0%-50.2pp |
| Annual return | 6.44% | 7.72%-1.3pp | 14.59%-8.2pp | 169.23%-162.8pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,557 | $2,830-45.0% | $3,096-49.7% | $3,054-49.0% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |