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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 | $26,538 | $62,132-57.3% | $185,861-85.7% | $73,497-63.9% |
| Participation rate | 36.4% | 67.8%-31.5pp | 78.0%-41.7pp | 70.7%-34.3pp |
| Annual return | 18.63% | 20.44%-1.8pp | 35.96%-17.3pp | 28.51%-9.9pp |
| Employer contribution / active EE | $1,031 | $1,681-38.7% | $4,088-74.8% | $2,270-54.6% |
| Participant deferral / active EE | $1,932 | $3,711-47.9% | $5,634-65.7% | $3,740-48.3% |
| Admin fee / account holder | $162 | $419-61.3% | $9,503-98.3% | $513-68.4% |