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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 | $78,965 | $80,177-1.5% | $123,894-36.3% | $57,658+37.0% |
| Participation rate | 69.8% | 74.4%-4.6pp | 81.4%-11.6pp | 70.2%-0.4pp |
| Annual return | 8.80% | 17.90%-9.1pp | 47.52%-38.7pp | 5.13%+3.7pp |
| Employer contribution / active EE | $1,035 | $2,913-64.5% | $4,617-77.6% | $1,974-47.6% |
| Participant deferral / active EE | $6,617 | $5,130+29.0% | $5,984+10.6% | $3,061+116.2% |
| Admin fee / account holder | $9 | $106-91.5% | $8,357-99.9% | $95-90.5% |