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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 | $42,755 | $60,795-29.7% | $69,461-38.4% | $65,185-34.4% |
| Participation rate | 63.0% | 74.9%-11.9pp | 74.6%-11.6pp | 70.2%-7.2pp |
| Annual return | 15.92% | 17.46%-1.5pp | 28.97%-13.1pp | 29.38%-13.5pp |
| Employer contribution / active EE | $1,335 | $2,452-45.5% | $2,779-52.0% | $2,177-38.7% |
| Participant deferral / active EE | $1,489 | $3,162-52.9% | $3,536-57.9% | $3,514-57.6% |
| Admin fee / account holder | $65 | $314-79.3% | $3,840-98.3% | $847-92.3% |