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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 | $54,953 | $65,322-15.9% | $70,494-22.0% | $73,497-25.2% |
| Participation rate | 63.0% | 77.0%-14.0pp | 75.1%-12.1pp | 70.7%-7.7pp |
| Annual return | 13.80% | 15.71%-1.9pp | 109.16%-95.4pp | 28.51%-14.7pp |
| Employer contribution / active EE | $1,097 | $2,460-55.4% | $2,738-59.9% | $2,270-51.7% |
| Participant deferral / active EE | $1,676 | $3,375-50.3% | $3,711-54.8% | $3,740-55.2% |
| Admin fee / account holder | $0 | $214-100.0% | $3,848-100.0% | $513-100.0% |