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 | $26,582 | $41,409-35.8% | $94,993-72.0% | $80,976-67.2% |
| Participation rate | 57.7% | 46.1%+11.7pp | 73.9%-16.2pp | 68.3%-10.5pp |
| Annual return | 24.58% | 18.00%+6.6pp | 27.14%-2.6pp | 22.91%+1.7pp |
| Employer contribution / active EE | $656 | $698-6.0% | $2,603-74.8% | $2,402-72.7% |
| Participant deferral / active EE | $1,060 | $1,441-26.4% | $3,317-68.0% | $3,848-72.5% |
| Admin fee / account holder | $0 | $48-100.0% | $4,960-100.0% | $67-100.0% |