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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 | $31,391 | $46,732-32.8% | $156,551-79.9% | $55,167-43.1% |
| Participation rate | 38.4% | 65.8%-27.4pp | 84.0%-45.6pp | 69.0%-30.6pp |
| Annual return | 8.73% | 17.72%-9.0pp | 32.23%-23.5pp | 169.23%-160.5pp |
| Employer contribution / active EE | $636 | $2,105-69.8% | $5,501-88.4% | $1,963-67.6% |
| Participant deferral / active EE | $1,680 | $2,204-23.8% | $4,871-65.5% | $3,054-45.0% |
| Admin fee / account holder | $4 | $418-99.2% | $13,028-100.0% | $504-99.3% |