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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 | $122,821 | $57,921+112.1% | $84,753+44.9% | $57,658+113.0% |
| Participation rate | 29.0% | 72.9%-43.9pp | 76.6%-47.5pp | 70.2%-41.2pp |
| Annual return | 6.34% | 10.24%-3.9pp | 22.78%-16.4pp | 5.13%+1.2pp |
| Employer contribution / active EE | $1,254 | $2,598-51.8% | $3,574-64.9% | $1,974-36.5% |
| Participant deferral / active EE | $1,832 | $2,742-33.2% | $3,712-50.6% | $3,061-40.1% |
| Admin fee / account holder | $63 | $130-51.5% | $5,333-98.8% | $95-33.5% |