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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 | $40,178 | $83,485-51.9% | $125,180-67.9% | $72,983-44.9% |
| Participation rate | 65.9% | 73.3%-7.4pp | 79.8%-13.8pp | 69.5%-3.6pp |
| Annual return | 19.32% | 25.78%-6.5pp | 43.79%-24.5pp | 81.01%-61.7pp |
| Employer contribution / active EE | $1,373 | $2,346-41.4% | $3,866-64.5% | $2,440-43.7% |
| Participant deferral / active EE | $2,568 | $3,586-28.4% | $4,937-48.0% | $3,608-28.8% |
| Admin fee / account holder | $140 | $5,518-97.5% | $9,703-98.6% | $5,124-97.3% |