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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 | $42,965 | $62,928-31.7% | $172,752-75.1% | $67,579-36.4% |
| Participation rate | 47.4% | 64.5%-17.0pp | 82.6%-35.2pp | 71.3%-23.8pp |
| Annual return | 21.93% | 30.36%-8.4pp | 802.97%-781.0pp | 378.56%-356.6pp |
| Employer contribution / active EE | $599 | $1,636-63.4% | $5,144-88.4% | $2,148-72.1% |
| Participant deferral / active EE | $1,419 | $2,145-33.8% | $5,198-72.7% | $3,539-59.9% |
| Admin fee / account holder | $0 | $167-100.0% | $13,955-100.0% | $142-100.0% |