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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 | $52,856 | $89,367-40.9% | $141,191-62.6% | $72,975-27.6% |
| Participation rate | 30.9% | 75.1%-44.3pp | 82.5%-51.6pp | 69.5%-38.6pp |
| Annual return | 26.04% | 111.87%-85.8pp | 71.41%-45.4pp | 81.01%-55.0pp |
| Employer contribution / active EE | $1,670 | $3,115-46.4% | $4,736-64.7% | $2,440-31.6% |
| Participant deferral / active EE | $3,756 | $5,419-30.7% | $6,710-44.0% | $3,608+4.1% |
| Admin fee / account holder | $29 | $5,957-99.5% | $10,264-99.7% | $5,124-99.4% |