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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 | $26,284 | $56,640-53.6% | $78,002-66.3% | $55,167-52.4% |
| Participation rate | 41.3% | 73.3%-32.0pp | 75.5%-34.2pp | 69.0%-27.7pp |
| Annual return | 6.50% | 2868.48%-2862.0pp | 425.99%-419.5pp | 169.23%-162.7pp |
| Employer contribution / active EE | $522 | $1,724-69.7% | $2,470-78.9% | $1,963-73.4% |
| Participant deferral / active EE | $1,407 | $2,778-49.4% | $3,497-59.8% | $3,054-53.9% |
| Admin fee / account holder | $15 | $467-96.8% | $5,481-99.7% | $504-97.1% |