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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 | $53,718 | $52,467+2.4% | $57,196-6.1% | $55,167-2.6% |
| Participation rate | 57.3% | 75.8%-18.6pp | 75.3%-18.1pp | 69.0%-11.7pp |
| Annual return | 9.51% | 7.72%+1.8pp | 14.59%-5.1pp | 169.23%-159.7pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,999 | $2,830+41.3% | $3,096+29.2% | $3,054+30.9% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |