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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 | $44,684 | $51,769-13.7% | $57,356-22.1% | $52,331-14.6% |
| Participation rate | 60.9% | 75.2%-14.3pp | 75.1%-14.2pp | 68.1%-7.2pp |
| Annual return | 0.21% | 2.43%-2.2pp | 24.41%-24.2pp | 4.54%-4.3pp |
| Employer contribution / active EE | $776 | $2,335-66.8% | $2,689-71.1% | $1,882-58.7% |
| Participant deferral / active EE | $2,879 | $2,794+3.0% | $3,162-9.0% | $3,022-4.7% |
| Admin fee / account holder | $3 | $295-99.1% | $3,357-99.9% | $592-99.6% |