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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 | $49,324 | $31,388+57.1% | $73,545-32.9% | $62,293-20.8% |
| Participation rate | 34.9% | 39.9%-5.0pp | 54.9%-20.0pp | 69.5%-34.6pp |
| Annual return | 17.84% | 25.34%-7.5pp | -15.16%+33.0pp | 28.90%-11.1pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $943 | $1,028-8.3% | $1,806-47.8% | $3,169-70.3% |
| Admin fee / account holder | $0 | $299-100.0% | $2,320-100.0% | $479-100.0% |