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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 | $34,903 | $52,467-33.5% | $57,196-39.0% | $55,167-36.7% |
| Participation rate | 38.0% | 75.8%-37.9pp | 75.3%-37.4pp | 69.0%-31.0pp |
| Annual return | 6.51% | 7.72%-1.2pp | 14.59%-8.1pp | 169.23%-162.7pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,204 | $2,830-57.4% | $3,096-61.1% | $3,054-60.6% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |