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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 | $36,911 | $46,360-20.4% | $147,617-75.0% | $52,331-29.5% |
| Participation rate | 69.2% | 64.9%+4.3pp | 84.6%-15.4pp | 68.1%+1.1pp |
| Annual return | 1.59% | 1.62%0pp | 61.98%-60.4pp | 4.54%-3.0pp |
| Employer contribution / active EE | $1,729 | $2,126-18.7% | $5,564-68.9% | $1,882-8.1% |
| Participant deferral / active EE | $2,238 | $2,258-0.9% | $4,895-54.3% | $3,022-25.9% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |