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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 | $40,120 | $55,453-27.6% | $170,435-76.5% | $62,293-35.6% |
| Participation rate | 49.4% | 66.4%-17.0pp | 83.6%-34.2pp | 69.5%-20.1pp |
| Annual return | 12.89% | 21.38%-8.5pp | 205.94%-193.0pp | 28.90%-16.0pp |
| Employer contribution / active EE | $567 | $2,164-73.8% | $5,432-89.6% | $2,042-72.2% |
| Participant deferral / active EE | $1,538 | $2,303-33.2% | $4,939-68.9% | $3,169-51.5% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |