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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 | $25,493 | $55,453-54.0% | $170,435-85.0% | $62,293-59.1% |
| Participation rate | 66.2% | 66.4%-0.2pp | 83.6%-17.4pp | 69.5%-3.3pp |
| Annual return | 14.53% | 21.38%-6.8pp | 205.94%-191.4pp | 28.90%-14.4pp |
| Employer contribution / active EE | $1,373 | $2,164-36.6% | $5,432-74.7% | $2,042-32.8% |
| Participant deferral / active EE | $1,497 | $2,303-35.0% | $4,939-69.7% | $3,169-52.8% |
| Admin fee / account holder | $18 | $455-96.1% | $13,881-99.9% | $479-96.3% |