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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 | $49,133 | $60,795-19.2% | $69,483-29.3% | $65,186-24.6% |
| Participation rate | 51.7% | 74.9%-23.1pp | 74.6%-22.9pp | 70.2%-18.5pp |
| Annual return | 8.91% | 17.46%-8.5pp | 28.99%-20.1pp | 29.39%-20.5pp |
| Employer contribution / active EE | $843 | $2,452-65.6% | $2,780-69.7% | $2,177-61.3% |
| Participant deferral / active EE | $1,282 | $3,162-59.5% | $3,537-63.8% | $3,514-63.5% |
| Admin fee / account holder | $0 | $314-100.0% | $3,841-100.0% | $847-100.0% |