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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 | $37,087 | $50,498-26.6% | $75,784-51.1% | $55,191-32.8% |
| Participation rate | 50.7% | 69.4%-18.7pp | 75.8%-25.1pp | 69.2%-18.4pp |
| Annual return | 0.70% | 1.80%-1.1pp | 9.68%-9.0pp | 10.78%-10.1pp |
| Employer contribution / active EE | $3,243 | $2,291+41.6% | $3,323-2.4% | $1,899+70.8% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $5,300-100.0% | $91-100.0% |