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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 | $52,947 | $60,165-12.0% | $74,184-28.6% | $55,167-4.0% |
| Participation rate | 67.4% | 74.2%-6.7pp | 76.6%-9.2pp | 69.0%-1.6pp |
| Annual return | 6.17% | 10.00%-3.8pp | 17.74%-11.6pp | 169.23%-163.1pp |
| Employer contribution / active EE | $895 | $1,600-44.1% | $2,370-62.2% | $1,963-54.4% |
| Participant deferral / active EE | $2,623 | $2,973-11.8% | $3,550-26.1% | $3,054-14.1% |
| Admin fee / account holder | $76 | $419-81.9% | $5,586-98.6% | $504-84.9% |