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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 | $82,770 | $87,173-5.1% | $59,899+38.2% | $75,289+9.9% |
| Participation rate | 35.1% | 74.5%-39.4pp | 74.7%-39.6pp | 72.4%-37.4pp |
| Annual return | 0.61% | -2.14%+2.8pp | 3.46%-2.8pp | -0.04%+0.7pp |
| Employer contribution / active EE | $0 | $3,473-100.0% | $2,723-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,604 | $3,379-52.5% | $3,403-52.9% | $3,739-57.1% |
| Admin fee / account holder | $11 | $75-85.4% | $3,592-99.7% | $102-89.3% |