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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 | $130,218 | $91,517+42.3% | $101,264+28.6% | $73,412+77.4% |
| Participation rate | 33.1% | 73.8%-40.7pp | 75.8%-42.7pp | 72.2%-39.1pp |
| Annual return | 18.70% | 17.17%+1.5pp | 46.48%-27.8pp | 59.30%-40.6pp |
| Employer contribution / active EE | $1,728 | $2,877-39.9% | $3,660-52.8% | $2,234-22.6% |
| Participant deferral / active EE | $2,179 | $3,338-34.7% | $4,370-50.1% | $3,806-42.7% |
| Admin fee / account holder | $44 | $216-79.6% | $5,947-99.3% | $158-72.2% |