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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 | $33,508 | $46,360-27.7% | $147,617-77.3% | $52,331-36.0% |
| Participation rate | 49.4% | 64.9%-15.5pp | 84.6%-35.2pp | 68.1%-18.7pp |
| Annual return | 2.50% | 1.62%+0.9pp | 61.98%-59.5pp | 4.54%-2.0pp |
| Employer contribution / active EE | $514 | $2,126-75.8% | $5,564-90.8% | $1,882-72.7% |
| Participant deferral / active EE | $1,412 | $2,258-37.5% | $4,895-71.2% | $3,022-53.3% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |