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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 | $37,867 | $58,512-35.3% | $84,020-54.9% | $72,983-48.1% |
| Participation rate | 64.3% | 61.2%+3.1pp | 69.0%-4.7pp | 69.5%-5.2pp |
| Annual return | 29.85% | 28.93%+0.9pp | 71.31%-41.5pp | 81.01%-51.2pp |
| Employer contribution / active EE | $791 | $1,163-31.9% | $1,984-60.1% | $2,440-67.6% |
| Participant deferral / active EE | $1,722 | $2,394-28.1% | $3,239-46.8% | $3,608-52.3% |
| Admin fee / account holder | $146 | $4,569-96.8% | $6,101-97.6% | $5,124-97.1% |