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 | $32,292 | $38,509-16.1% | $90,657-64.4% | $73,367-56.0% |
| Participation rate | 56.9% | 45.9%+11.0pp | 74.0%-17.1pp | 69.5%-12.6pp |
| Annual return | 18.10% | 2.07%+16.0pp | 1.89%+16.2pp | 173.45%-155.4pp |
| Employer contribution / active EE | $699 | $754-7.3% | $2,532-72.4% | $2,499-72.0% |
| Participant deferral / active EE | $1,144 | $1,495-23.5% | $3,424-66.6% | $4,033-71.6% |
| Admin fee / account holder | $0 | $48-100.0% | $4,994-100.0% | $68-100.0% |