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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 | $72,669 | $55,636+30.6% | $81,982-11.4% | $73,497-1.1% |
| Participation rate | 61.8% | 62.3%-0.5pp | 69.3%-7.5pp | 70.7%-8.9pp |
| Annual return | 14.38% | 19.07%-4.7pp | 41.31%-26.9pp | 28.51%-14.1pp |
| Employer contribution / active EE | $1,344 | $1,625-17.3% | $2,498-46.2% | $2,270-40.8% |
| Participant deferral / active EE | $2,891 | $2,762+4.7% | $3,722-22.3% | $3,740-22.7% |
| Admin fee / account holder | $5 | $493-98.9% | $5,665-99.9% | $513-99.0% |