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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 | $48,767 | $52,293-6.7% | $178,503-72.7% | $73,412-33.6% |
| Participation rate | 54.0% | 65.3%-11.3pp | 81.9%-27.9pp | 72.2%-18.2pp |
| Annual return | 21.05% | 34.75%-13.7pp | 151.12%-130.1pp | 59.30%-38.2pp |
| Employer contribution / active EE | $798 | $1,736-54.1% | $5,011-84.1% | $2,234-64.3% |
| Participant deferral / active EE | $1,656 | $2,333-29.0% | $5,202-68.2% | $3,806-56.5% |
| Admin fee / account holder | $14 | $127-89.2% | $13,987-99.9% | $158-91.3% |