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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 | $31,806 | $46,219-31.2% | $89,435-64.4% | $90,274-64.8% |
| Participation rate | 18.8% | 44.9%-26.1pp | 68.0%-49.2pp | 73.4%-54.5pp |
| Annual return | 15.37% | 25.71%-10.3pp | 245.55%-230.2pp | 53.97%-38.6pp |
| Employer contribution / active EE | $479 | $953-49.7% | $2,587-81.5% | $2,523-81.0% |
| Participant deferral / active EE | $267 | $2,136-87.5% | $3,890-93.1% | $4,231-93.7% |
| Admin fee / account holder | $0 | $147-100.0% | $4,884-100.0% | $114-100.0% |