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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 | $60,324 | $50,898+18.5% | $171,082-64.7% | $55,167+9.3% |
| Participation rate | 56.0% | 63.3%-7.2pp | 76.7%-20.7pp | 69.0%-13.0pp |
| Annual return | 8.17% | 15.34%-7.2pp | 32.56%-24.4pp | 169.23%-161.1pp |
| Employer contribution / active EE | $659 | $1,433-54.0% | $4,002-83.5% | $1,963-66.4% |
| Participant deferral / active EE | $1,490 | $2,994-50.2% | $4,797-68.9% | $3,054-51.2% |
| Admin fee / account holder | $13 | $500-97.4% | $8,520-99.8% | $504-97.4% |