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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 | $20,105 | $31,679-36.5% | $74,723-73.1% | $65,186-69.2% |
| Participation rate | 32.8% | 40.4%-7.5pp | 54.5%-21.6pp | 70.2%-37.4pp |
| Annual return | 20.20% | 39.04%-18.8pp | 753.18%-733.0pp | 29.39%-9.2pp |
| Employer contribution / active EE | $270 | $566-52.3% | $1,084-75.1% | $2,177-87.6% |
| Participant deferral / active EE | $752 | $1,191-36.9% | $1,962-61.7% | $3,514-78.6% |
| Admin fee / account holder | $46 | $379-87.8% | $3,335-98.6% | $847-94.6% |