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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 | $44,055 | $65,376-32.6% | $87,104-49.4% | $65,185-32.4% |
| Participation rate | 52.3% | 75.3%-23.0pp | 76.9%-24.6pp | 70.2%-17.9pp |
| Annual return | 18.47% | 31.27%-12.8pp | 28.19%-9.7pp | 29.38%-10.9pp |
| Employer contribution / active EE | $1,293 | $1,822-29.0% | $2,521-48.7% | $2,177-40.6% |
| Participant deferral / active EE | $2,069 | $3,388-38.9% | $4,048-48.9% | $3,514-41.1% |
| Admin fee / account holder | $44 | $520-91.6% | $7,491-99.4% | $847-94.8% |