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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 | $23,480 | $91,198-74.3% | $178,503-86.8% | $79,856-70.6% |
| Participation rate | 68.0% | 69.2%-1.2pp | 81.9%-13.9pp | 69.6%-1.6pp |
| Annual return | 15.20% | 24.20%-9.0pp | 151.12%-135.9pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,373 | $3,257-57.8% | $5,011-72.6% | $2,471-44.4% |
| Participant deferral / active EE | $1,030 | $3,237-68.2% | $5,202-80.2% | $3,741-72.5% |
| Admin fee / account holder | $0 | $6,748-100.0% | $13,987-100.0% | $5,306-100.0% |