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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 | $38,558 | $42,548-9.4% | $74,549-48.3% | $56,287-31.5% |
| Participation rate | 61.1% | 60.5%+0.6pp | 69.1%-8.1pp | 69.9%-8.8pp |
| Annual return | -6.11% | 12.40%-18.5pp | 32.53%-38.6pp | -9.96%+3.8pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,680 | $2,277+61.6% | $3,108+18.4% | $3,350+9.9% |
| Admin fee / account holder | $10 | $467-97.8% | $5,059-99.8% | $521-98.0% |