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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 | $46,560 | $49,138-5.2% | $84,020-44.6% | $65,185-28.6% |
| Participation rate | 62.7% | 60.7%+1.9pp | 69.0%-6.4pp | 70.2%-7.6pp |
| Annual return | 22.14% | 23.00%-0.9pp | 71.31%-49.2pp | 29.38%-7.2pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,984-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,482 | $2,397+45.3% | $3,239+7.5% | $3,514-0.9% |
| Admin fee / account holder | $14 | $543-97.4% | $6,101-99.8% | $847-98.4% |