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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 | $33,512 | $39,132-14.4% | $57,196-41.4% | $62,881-46.7% |
| Participation rate | 34.1% | 70.5%-36.4pp | 75.3%-41.2pp | 69.3%-35.2pp |
| Annual return | 5.74% | 9.24%-3.5pp | 14.59%-8.9pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,635 | $2,374-31.1% | $3,096-47.2% | $3,203-49.0% |
| Admin fee / account holder | $21 | $2,594-99.2% | $3,141-99.3% | $4,296-99.5% |