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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $99,031-100.0% | $127,144-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 62.9%-62.9pp | 4.5%-4.5pp |
| Annual return | 13.50% | 11.07%+2.4pp | 9.35%+4.1pp | 13.95%-0.5pp |
| Employer contribution / active EE | $10,530 | $14,286-26.3% | $25,504-58.7% | $16,598-36.6% |
| Participant deferral / active EE | $2,328 | $1,617+43.9% | $1,066+118.3% | $511+355.3% |
| Admin fee / account holder | $0 | $4,122-100.0% | $2,049-100.0% | $612-100.0% |