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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 | $30,800 | $39,859-22.7% | $78,676-60.9% | $57,658-46.6% |
| Participation rate | 55.6% | 66.1%-10.5pp | 73.6%-18.0pp | 70.2%-14.6pp |
| Annual return | 12.83% | 18.96%-6.1pp | 62.19%-49.4pp | 5.13%+7.7pp |
| Employer contribution / active EE | $690 | $1,786-61.3% | $2,850-75.8% | $1,974-65.0% |
| Participant deferral / active EE | $3,333 | $2,248+48.2% | $3,517-5.2% | $3,061+8.9% |
| Admin fee / account holder | $43 | $76-44.1% | $4,510-99.1% | $95-54.9% |