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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 | $33,886 | $50,464-32.9% | $75,784-55.3% | $52,331-35.2% |
| Participation rate | 27.4% | 66.8%-39.4pp | 75.8%-48.4pp | 68.1%-40.7pp |
| Annual return | -0.89% | 1.03%-1.9pp | 9.68%-10.6pp | 4.54%-5.4pp |
| Employer contribution / active EE | $934 | $1,988-53.0% | $3,323-71.9% | $1,882-50.4% |
| Participant deferral / active EE | $1,501 | $2,570-41.6% | $3,652-58.9% | $3,022-50.3% |
| Admin fee / account holder | $9 | $1,103-99.2% | $5,300-99.8% | $592-98.4% |