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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 | $35,533 | $36,916-3.7% | $156,551-77.3% | $57,658-38.4% |
| Participation rate | 51.9% | 63.4%-11.5pp | 84.0%-32.1pp | 70.2%-18.3pp |
| Annual return | 6.40% | 12.38%-6.0pp | 32.23%-25.8pp | 5.13%+1.3pp |
| Employer contribution / active EE | $574 | $1,571-63.4% | $5,501-89.6% | $1,974-70.9% |
| Participant deferral / active EE | $1,411 | $1,926-26.7% | $4,871-71.0% | $3,061-53.9% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |