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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 | $54,983 | $43,423+26.6% | $78,676-30.1% | $55,167-0.3% |
| Participation rate | 69.1% | 68.0%+1.1pp | 73.6%-4.5pp | 69.0%+0.1pp |
| Annual return | 7.05% | 11.53%-4.5pp | 62.19%-55.1pp | 169.23%-162.2pp |
| Employer contribution / active EE | $1,556 | $1,997-22.1% | $2,850-45.4% | $1,963-20.7% |
| Participant deferral / active EE | $2,627 | $2,509+4.7% | $3,517-25.3% | $3,054-14.0% |
| Admin fee / account holder | $21 | $416-94.8% | $4,510-99.5% | $504-95.7% |