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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 | $49,898 | $73,638-32.2% | $95,960-48.0% | $73,493-32.1% |
| Participation rate | 46.6% | 76.2%-29.5pp | 77.1%-30.5pp | 70.7%-24.1pp |
| Annual return | 15.23% | 16.78%-1.6pp | 91.63%-76.4pp | 28.51%-13.3pp |
| Employer contribution / active EE | $1,175 | $1,863-36.9% | $2,541-53.7% | $2,270-48.2% |
| Participant deferral / active EE | $1,866 | $3,617-48.4% | $4,167-55.2% | $3,740-50.1% |
| Admin fee / account holder | $40 | $482-91.7% | $6,797-99.4% | $513-92.2% |