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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 | $47,953 | $61,616-22.2% | $105,754-54.7% | $55,167-13.1% |
| Participation rate | 50.0% | 72.9%-22.9pp | 78.9%-28.9pp | 69.0%-19.0pp |
| Annual return | 19.35% | 11.15%+8.2pp | 12.25%+7.1pp | 169.23%-149.9pp |
| Employer contribution / active EE | $1,959 | $3,043-35.6% | $4,079-52.0% | $1,963-0.2% |
| Participant deferral / active EE | $3,873 | $4,213-8.1% | $5,326-27.3% | $3,054+26.8% |
| Admin fee / account holder | $47 | $379-87.6% | $8,309-99.4% | $504-90.7% |