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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 | $54,870 | $41,854+31.1% | $73,845-25.7% | $52,331+4.9% |
| Participation rate | 63.9% | 66.2%-2.3pp | 73.4%-9.5pp | 68.1%-4.2pp |
| Annual return | 3.38% | 2.11%+1.3pp | 2267.91%-2264.5pp | 4.54%-1.2pp |
| Employer contribution / active EE | $1,584 | $1,920-17.5% | $2,788-43.2% | $1,882-15.8% |
| Participant deferral / active EE | $3,008 | $2,498+20.4% | $3,583-16.1% | $3,022-0.5% |
| Admin fee / account holder | $20 | $493-96.0% | $4,881-99.6% | $592-96.6% |