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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 | $67,985 | $52,467+29.6% | $57,196+18.9% | $55,167+23.2% |
| Participation rate | 69.0% | 75.8%-6.9pp | 75.3%-6.4pp | 69.0%0pp |
| Annual return | 5.41% | 7.72%-2.3pp | 14.59%-9.2pp | 169.23%-163.8pp |
| Employer contribution / active EE | $1,668 | $2,477-32.7% | $2,683-37.8% | $1,963-15.0% |
| Participant deferral / active EE | $2,671 | $2,830-5.6% | $3,096-13.7% | $3,054-12.6% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |