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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 | $90,872 | $60,795+49.5% | $69,483+30.8% | $65,186+39.4% |
| Participation rate | 23.6% | 74.9%-51.2pp | 74.6%-51.0pp | 70.2%-46.6pp |
| Annual return | 17.24% | 17.46%-0.2pp | 28.99%-11.8pp | 29.39%-12.1pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,780-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,410 | $3,162-55.4% | $3,537-60.1% | $3,514-59.9% |
| Admin fee / account holder | $0 | $314-100.0% | $3,841-100.0% | $847-100.0% |