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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 | $27,731 | $55,453-50.0% | $170,439-83.7% | $62,293-55.5% |
| Participation rate | 50.4% | 66.4%-15.9pp | 83.6%-33.2pp | 69.5%-19.1pp |
| Annual return | 18.00% | 21.38%-3.4pp | 205.94%-187.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $810 | $2,164-62.5% | $5,433-85.1% | $2,042-60.3% |
| Participant deferral / active EE | $1,905 | $2,303-17.3% | $4,939-61.4% | $3,169-39.9% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |