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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 | $50,174 | $27,330+83.6% | $67,704-25.9% | $55,191-9.1% |
| Participation rate | 9.6% | 47.5%-37.9pp | 67.5%-57.9pp | 69.2%-59.5pp |
| Annual return | 5.86% | 8.81%-3.0pp | 25.41%-19.6pp | 10.78%-4.9pp |
| Employer contribution / active EE | $0 | $855-100.0% | $2,559-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,550 | $1,709-9.3% | $3,585-56.8% | $3,046-49.1% |
| Admin fee / account holder | $18 | $109-83.2% | $4,255-99.6% | $91-79.8% |