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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 | $38,333 | $55,453-30.9% | $170,435-77.5% | $62,293-38.5% |
| Participation rate | 49.6% | 66.4%-16.8pp | 83.6%-34.0pp | 69.5%-20.0pp |
| Annual return | 25.04% | 21.38%+3.7pp | 205.94%-180.9pp | 28.90%-3.9pp |
| Employer contribution / active EE | $1,056 | $2,164-51.2% | $5,432-80.6% | $2,042-48.3% |
| Participant deferral / active EE | $2,278 | $2,303-1.1% | $4,939-53.9% | $3,169-28.1% |
| Admin fee / account holder | $3 | $455-99.3% | $13,881-100.0% | $479-99.4% |