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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 | $38,278 | $65,034-41.1% | $90,970-57.9% | $79,856-52.1% |
| Participation rate | 66.0% | 61.6%+4.4pp | 69.0%-3.0pp | 69.6%-3.7pp |
| Annual return | 15.68% | 30.45%-14.8pp | 134.60%-118.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $963 | $1,247-22.8% | $2,122-54.6% | $2,471-61.0% |
| Participant deferral / active EE | $1,930 | $2,512-23.2% | $3,373-42.8% | $3,741-48.4% |
| Admin fee / account holder | $55 | $4,536-98.8% | $5,961-99.1% | $5,306-99.0% |