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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,562 | $58,726-61.6% | $92,240-75.5% | $62,293-63.8% |
| Participation rate | 53.3% | 68.3%-15.0pp | 76.5%-23.1pp | 69.5%-16.2pp |
| Annual return | 18.65% | 43.62%-25.0pp | 176.29%-157.6pp | 28.90%-10.2pp |
| Employer contribution / active EE | $915 | $2,392-61.7% | $3,680-75.1% | $2,042-55.2% |
| Participant deferral / active EE | $2,254 | $2,766-18.5% | $3,897-42.2% | $3,169-28.9% |
| Admin fee / account holder | $1 | $556-99.8% | $5,194-100.0% | $479-99.7% |