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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 | $21,921 | $57,921-62.2% | $84,753-74.1% | $57,658-62.0% |
| Participation rate | 65.9% | 72.9%-7.1pp | 76.6%-10.7pp | 70.2%-4.3pp |
| Annual return | 149.66% | 10.24%+139.4pp | 22.78%+126.9pp | 5.13%+144.5pp |
| Employer contribution / active EE | $923 | $2,598-64.5% | $3,574-74.2% | $1,974-53.2% |
| Participant deferral / active EE | $2,283 | $2,742-16.8% | $3,712-38.5% | $3,061-25.4% |
| Admin fee / account holder | $17 | $130-87.0% | $5,333-99.7% | $95-82.2% |