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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 | $32,692 | $51,769-36.9% | $57,356-43.0% | $52,331-37.5% |
| Participation rate | 39.2% | 75.2%-36.0pp | 75.1%-35.9pp | 68.1%-28.9pp |
| Annual return | 6.37% | 2.43%+3.9pp | 24.41%-18.0pp | 4.54%+1.8pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,280 | $2,794-54.2% | $3,162-59.5% | $3,022-57.7% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |