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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 | $46,091 | $55,002-16.2% | $59,899-23.1% | $56,289-18.1% |
| Participation rate | 58.5% | 75.9%-17.4pp | 74.7%-16.2pp | 69.9%-11.4pp |
| Annual return | 10.74% | 1.13%+9.6pp | 3.46%+7.3pp | -9.96%+20.7pp |
| Employer contribution / active EE | $1,822 | $2,448-25.6% | $2,723-33.1% | $2,111-13.7% |
| Participant deferral / active EE | $2,604 | $3,121-16.6% | $3,402-23.5% | $3,350-22.3% |
| Admin fee / account holder | $0 | $236-100.0% | $3,592-100.0% | $521-100.0% |