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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 | $45,084 | $68,408-34.1% | $57,196-21.2% | $57,658-21.8% |
| Participation rate | 29.9% | 79.1%-49.3pp | 75.3%-45.5pp | 70.2%-40.4pp |
| Annual return | 6.66% | 8.51%-1.8pp | 14.59%-7.9pp | 5.13%+1.5pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,683-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,686 | $2,903-41.9% | $3,096-45.6% | $3,061-44.9% |
| Admin fee / account holder | $25 | $70-64.4% | $3,141-99.2% | $95-73.8% |