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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 | $0 | $82,879-100.0% | $96,576-100.0% | $67,986-100.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 81.4%-81.4pp | 57.2%-57.2pp |
| Annual return | 16.42% | 36.90%-20.5pp | 38.47%-22.1pp | 31.67%-15.2pp |
| Employer contribution / active EE | $1,789 | $2,727-34.4% | $3,553-49.7% | $2,019-11.4% |
| Participant deferral / active EE | $5,604 | $6,976-19.7% | $7,956-29.6% | $3,358+66.9% |
| Admin fee / account holder | $0 | $2,783-100.0% | $11,381-100.0% | $3,203-100.0% |