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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 | $82,081 | $85,199-3.7% | $57,196+43.5% | $63,975+28.3% |
| Participation rate | 33.9% | 74.0%-40.2pp | 75.3%-41.5pp | 71.1%-37.3pp |
| Annual return | 9.59% | 10.43%-0.8pp | 14.59%-5.0pp | 48.65%-39.1pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,683-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $1,651 | $3,109-46.9% | $3,096-46.7% | $3,356-50.8% |
| Admin fee / account holder | $9 | $39-77.8% | $3,141-99.7% | $70-87.8% |