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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 | $49,861 | $60,795-18.0% | $69,483-28.2% | $65,186-23.5% |
| Participation rate | 24.1% | 74.9%-50.8pp | 74.6%-50.5pp | 70.2%-46.1pp |
| Annual return | 15.18% | 17.46%-2.3pp | 28.99%-13.8pp | 29.39%-14.2pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,780-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,438 | $3,162-54.5% | $3,537-59.3% | $3,514-59.1% |
| Admin fee / account holder | $28 | $314-91.0% | $3,841-99.3% | $847-96.7% |