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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 | $14,080 | $46,732-69.9% | $156,551-91.0% | $55,167-74.5% |
| Participation rate | 59.8% | 65.8%-6.0pp | 84.0%-24.3pp | 69.0%-9.2pp |
| Annual return | 6.34% | 17.72%-11.4pp | 32.23%-25.9pp | 169.23%-162.9pp |
| Employer contribution / active EE | $567 | $2,105-73.1% | $5,501-89.7% | $1,963-71.1% |
| Participant deferral / active EE | $765 | $2,204-65.3% | $4,871-84.3% | $3,054-74.9% |
| Admin fee / account holder | $67 | $418-84.1% | $13,028-99.5% | $504-86.8% |