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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 | $38,058 | $62,928-39.5% | $172,753-78.0% | $67,582-43.7% |
| Participation rate | 38.8% | 64.5%-25.7pp | 82.6%-43.9pp | 71.3%-32.5pp |
| Annual return | 25.05% | 30.36%-5.3pp | 803.00%-778.0pp | 378.57%-353.5pp |
| Employer contribution / active EE | $756 | $1,636-53.8% | $5,144-85.3% | $2,148-64.8% |
| Participant deferral / active EE | $1,235 | $2,145-42.4% | $5,198-76.2% | $3,539-65.1% |
| Admin fee / account holder | $13 | $167-92.1% | $13,956-99.9% | $142-90.7% |