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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 | $107,942 | $48,313+123.4% | $73,309+47.2% | $52,331+106.3% |
| Participation rate | 60.0% | 68.6%-8.6pp | 74.9%-14.9pp | 68.1%-8.1pp |
| Annual return | 2.35% | 3.85%-1.5pp | 5.67%-3.3pp | 4.54%-2.2pp |
| Employer contribution / active EE | $0 | $1,661-100.0% | $3,237-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $6,080 | $4,189+45.2% | $4,991+21.8% | $3,022+101.2% |
| Admin fee / account holder | $1 | $404-99.8% | $5,635-100.0% | $592-99.8% |