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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,637 | $60,349-42.6% | $74,184-53.3% | $62,881-44.9% |
| Participation rate | 29.0% | 72.7%-43.7pp | 76.6%-47.6pp | 69.3%-40.3pp |
| Annual return | 15.92% | 21.38%-5.5pp | 17.74%-1.8pp | 20.14%-4.2pp |
| Employer contribution / active EE | $11,748 | $1,680+599.2% | $2,370+395.7% | $2,281+415.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |