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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 | $36,753 | $50,464-27.2% | $75,784-51.5% | $52,331-29.8% |
| Participation rate | 64.2% | 66.8%-2.5pp | 75.8%-11.6pp | 68.1%-3.9pp |
| Annual return | 0.88% | 1.03%-0.2pp | 9.68%-8.8pp | 4.54%-3.7pp |
| Employer contribution / active EE | $1,282 | $1,988-35.5% | $3,323-61.4% | $1,882-31.9% |
| Participant deferral / active EE | $1,981 | $2,570-22.9% | $3,652-45.8% | $3,022-34.5% |
| Admin fee / account holder | $40 | $1,103-96.3% | $5,300-99.2% | $592-93.2% |