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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 | $69,958 | $88,324-20.8% | $115,038-39.2% | $55,191+26.8% |
| Participation rate | 69.4% | 72.5%-3.2pp | 81.4%-12.0pp | 69.2%+0.2pp |
| Annual return | 2.06% | 6.30%-4.2pp | 26.14%-24.1pp | 10.78%-8.7pp |
| Employer contribution / active EE | $1,018 | $2,805-63.7% | $4,608-77.9% | $1,899-46.4% |
| Participant deferral / active EE | $6,235 | $5,042+23.7% | $6,026+3.5% | $3,046+104.7% |
| Admin fee / account holder | $11 | $105-89.8% | $8,175-99.9% | $91-88.1% |