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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 | $37,538 | $46,732-19.7% | $156,551-76.0% | $55,167-32.0% |
| Participation rate | 55.1% | 65.8%-10.7pp | 84.0%-28.9pp | 69.0%-13.9pp |
| Annual return | 9.68% | 17.72%-8.0pp | 32.23%-22.6pp | 169.23%-159.6pp |
| Employer contribution / active EE | $1,377 | $2,105-34.6% | $5,501-75.0% | $1,963-29.9% |
| Participant deferral / active EE | $3,700 | $2,204+67.9% | $4,871-24.0% | $3,054+21.2% |
| Admin fee / account holder | $24 | $418-94.2% | $13,028-99.8% | $504-95.2% |