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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 | $32,839 | $57,065-42.5% | $75,670-56.6% | $70,131-53.2% |
| Participation rate | 63.8% | 68.1%-4.3pp | 72.3%-8.5pp | 69.5%-5.7pp |
| Annual return | 22.05% | 23.57%-1.5pp | 27.34%-5.3pp | 73.14%-51.1pp |
| Employer contribution / active EE | $2,128 | $1,817+17.1% | $2,352-9.5% | $2,342-9.2% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5 | $3,825-99.9% | $5,800-99.9% | $4,645-99.9% |