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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 | $43,264 | $55,453-22.0% | $170,436-74.6% | $62,293-30.5% |
| Participation rate | 48.8% | 66.4%-17.6pp | 83.6%-34.8pp | 69.5%-20.7pp |
| Annual return | 19.35% | 21.38%-2.0pp | 205.94%-186.6pp | 28.90%-9.6pp |
| Employer contribution / active EE | $472 | $2,164-78.2% | $5,433-91.3% | $2,042-76.9% |
| Participant deferral / active EE | $1,781 | $2,303-22.7% | $4,939-63.9% | $3,169-43.8% |
| Admin fee / account holder | $76 | $455-83.3% | $13,880-99.5% | $479-84.2% |