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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 | $27,064 | $89,652-69.8% | $141,191-80.8% | $65,185-58.5% |
| Participation rate | 53.0% | 74.7%-21.7pp | 82.5%-29.5pp | 70.2%-17.2pp |
| Annual return | 20.64% | 32.79%-12.2pp | 71.41%-50.8pp | 29.38%-8.7pp |
| Employer contribution / active EE | $1,486 | $3,065-51.5% | $4,736-68.6% | $2,177-31.7% |
| Participant deferral / active EE | $2,880 | $5,691-49.4% | $6,710-57.1% | $3,514-18.1% |
| Admin fee / account holder | $79 | $569-86.2% | $10,264-99.2% | $847-90.7% |