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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 | $48,502 | $58,888-17.6% | $178,499-72.8% | $73,493-34.0% |
| Participation rate | 62.0% | 66.2%-4.3pp | 81.9%-19.9pp | 70.7%-8.7pp |
| Annual return | 18.57% | 24.86%-6.3pp | 151.10%-132.5pp | 28.51%-9.9pp |
| Employer contribution / active EE | $355 | $2,236-84.1% | $5,011-92.9% | $2,270-84.4% |
| Participant deferral / active EE | $2,591 | $2,568+0.9% | $5,202-50.2% | $3,740-30.7% |
| Admin fee / account holder | $20 | $400-95.1% | $13,986-99.9% | $513-96.2% |