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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 | $20,236 | $46,173-56.2% | $170,435-88.1% | $69,631-70.9% |
| Participation rate | 26.2% | 63.9%-37.7pp | 83.6%-57.4pp | 70.7%-44.5pp |
| Annual return | 22.78% | 21.62%+1.2pp | 205.94%-183.2pp | 27571.02%-27548.2pp |
| Employer contribution / active EE | $518 | $1,610-67.8% | $5,432-90.5% | $2,032-74.5% |
| Participant deferral / active EE | $611 | $2,080-70.6% | $4,939-87.6% | $3,224-81.0% |
| Admin fee / account holder | $13 | $116-88.7% | $13,881-99.9% | $110-88.1% |