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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $39,558 | $51,466-23.1% | $78,778-49.8% | $62,293-36.5% |
| Participation rate | 55.8% | 59.8%-4.0pp | 69.2%-13.4pp | 69.5%-13.7pp |
| Annual return | 16.59% | 19.96%-3.4pp | 35.62%-19.0pp | 28.90%-12.3pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,028 | $2,147+41.0% | $2,958+2.3% | $3,169-4.5% |
| Admin fee / account holder | $18 | $489-96.4% | $5,134-99.7% | $479-96.3% |