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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 | $45,119 | $54,573-17.3% | $90,970-50.4% | $73,493-38.6% |
| Participation rate | 64.0% | 61.2%+2.8pp | 69.0%-5.0pp | 70.7%-6.7pp |
| Annual return | 22.53% | 16.69%+5.8pp | 134.58%-112.1pp | 28.51%-6.0pp |
| Employer contribution / active EE | $710 | $991-28.4% | $2,122-66.5% | $2,270-68.7% |
| Participant deferral / active EE | $1,288 | $2,517-48.8% | $3,373-61.8% | $3,740-65.6% |
| Admin fee / account holder | $157 | $521-69.9% | $5,960-97.4% | $513-69.5% |