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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 | $46,430 | $67,703-31.4% | $127,803-63.7% | $65,185-28.8% |
| Participation rate | 69.6% | 74.5%-4.9pp | 79.0%-9.4pp | 70.2%-0.6pp |
| Annual return | 26.03% | 24.36%+1.7pp | 26.14%-0.1pp | 29.38%-3.4pp |
| Employer contribution / active EE | $1,903 | $3,724-48.9% | $4,576-58.4% | $2,177-12.6% |
| Participant deferral / active EE | $3,423 | $4,787-28.5% | $6,023-43.2% | $3,514-2.6% |
| Admin fee / account holder | $36 | $618-94.2% | $9,399-99.6% | $847-95.8% |