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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,888 | $90,504-75.8% | $78,690-72.2% | $273,965-92.0% |
| Participation rate | 58.8% | 76.5%-17.7pp | 73.6%-14.7pp | 83.0%-24.2pp |
| Annual return | 7.11% | 75.61%-68.5pp | 62.18%-55.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,703 | $3,176-46.4% | $2,851-40.2% | $4,869-65.0% |
| Participant deferral / active EE | $2,092 | $3,901-46.4% | $3,517-40.5% | $5,287-60.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,511-100.0% | $10,132-100.0% |