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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 | $26,976 | $61,473-56.1% | $81,726-67.0% | $73,412-63.3% |
| Participation rate | 56.1% | 72.4%-16.3pp | 72.0%-15.9pp | 72.2%-16.0pp |
| Annual return | 20.14% | 28.26%-8.1pp | 29.49%-9.4pp | 59.30%-39.2pp |
| Employer contribution / active EE | $1,379 | $1,898-27.3% | $4,311-68.0% | $2,234-38.3% |
| Participant deferral / active EE | $1,902 | $3,080-38.3% | $7,108-73.2% | $3,806-50.0% |
| Admin fee / account holder | $2 | $125-98.6% | $5,160-100.0% | $158-98.9% |