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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 | $21,188 | $52,961-60.0% | $172,752-87.7% | $65,185-67.5% |
| Participation rate | 61.3% | 66.2%-5.0pp | 82.6%-21.4pp | 70.2%-9.0pp |
| Annual return | 21.49% | 30.12%-8.6pp | 802.97%-781.5pp | 29.38%-7.9pp |
| Employer contribution / active EE | $734 | $2,190-66.5% | $5,144-85.7% | $2,177-66.3% |
| Participant deferral / active EE | $1,427 | $2,471-42.3% | $5,198-72.6% | $3,514-59.4% |
| Admin fee / account holder | $10 | $472-97.9% | $13,955-99.9% | $847-98.8% |