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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 | $48,052 | $63,924-24.8% | $108,582-55.7% | $55,167-12.9% |
| Participation rate | 56.7% | 74.3%-17.7pp | 79.6%-22.9pp | 69.0%-12.3pp |
| Annual return | 14.90% | 15.31%-0.4pp | -51.70%+66.6pp | 169.23%-154.3pp |
| Employer contribution / active EE | $1,610 | $1,879-14.3% | $3,758-57.2% | $1,963-18.0% |
| Participant deferral / active EE | $3,677 | $3,067+19.9% | $4,311-14.7% | $3,054+20.4% |
| Admin fee / account holder | $37 | $618-94.0% | $7,645-99.5% | $504-92.7% |