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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 | $24,695 | $41,617-40.7% | $84,637-70.8% | $77,775-68.2% |
| Participation rate | 12.1% | 45.0%-32.9pp | 68.2%-56.1pp | 73.2%-61.1pp |
| Annual return | 19.61% | 24.97%-5.4pp | 258.82%-239.2pp | 32.58%-13.0pp |
| Employer contribution / active EE | $692 | $1,061-34.8% | $2,653-73.9% | $2,504-72.4% |
| Participant deferral / active EE | $297 | $2,129-86.0% | $3,900-92.4% | $3,966-92.5% |
| Admin fee / account holder | $0 | $121-100.0% | $4,914-100.0% | $100-100.0% |