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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 | $38,917 | $43,075-9.7% | $74,577-47.8% | $62,881-38.1% |
| Participation rate | 52.1% | 58.1%-6.0pp | 68.1%-16.0pp | 69.3%-17.2pp |
| Annual return | 7.28% | 17.50%-10.2pp | 20.47%-13.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $960 | $1,498-35.9% | $2,525-62.0% | $2,281-57.9% |
| Participant deferral / active EE | $1,611 | $2,389-32.6% | $3,458-53.4% | $3,203-49.7% |
| Admin fee / account holder | $2 | $2,840-99.9% | $4,138-99.9% | $4,296-100.0% |