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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 | $45,120 | $37,134+21.5% | $100,671-55.2% | $52,331-13.8% |
| Participation rate | 38.5% | 57.7%-19.1pp | 70.7%-32.2pp | 68.1%-29.6pp |
| Annual return | 2.52% | 0.10%+2.4pp | 20.43%-17.9pp | 4.54%-2.0pp |
| Employer contribution / active EE | $0 | $1,187-100.0% | $4,012-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,104 | $2,163-49.0% | $3,144-64.9% | $3,022-63.5% |
| Admin fee / account holder | $0 | $467-100.0% | $4,850-100.0% | $592-100.0% |