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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 | $70,026 | $43,338+61.6% | $59,887+16.9% | $64,173+9.1% |
| Participation rate | 57.5% | 69.2%-11.6pp | 74.7%-17.2pp | 69.6%-12.0pp |
| Annual return | -4.52% | -1.55%-3.0pp | 3.46%-8.0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $630 | $2,030-69.0% | $2,722-76.9% | $2,381-73.6% |
| Participant deferral / active EE | $3,291 | $2,547+29.2% | $3,402-3.3% | $3,470-5.2% |
| Admin fee / account holder | $20 | $3,007-99.3% | $3,591-99.5% | $4,887-99.6% |