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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 | $29,165 | $60,165-51.5% | $74,184-60.7% | $55,167-47.1% |
| Participation rate | 59.3% | 74.2%-14.9pp | 76.6%-17.4pp | 69.0%-9.7pp |
| Annual return | 52.41% | 10.00%+42.4pp | 17.74%+34.7pp | 169.23%-116.8pp |
| Employer contribution / active EE | $1,366 | $1,600-14.6% | $2,370-42.3% | $1,963-30.4% |
| Participant deferral / active EE | $2,104 | $2,973-29.2% | $3,550-40.7% | $3,054-31.1% |
| Admin fee / account holder | $69 | $419-83.6% | $5,586-98.8% | $504-86.4% |