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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 | $47,487 | $37,117+27.9% | $147,617-67.8% | $55,191-14.0% |
| Participation rate | 28.7% | 63.6%-34.9pp | 84.6%-55.9pp | 69.2%-40.4pp |
| Annual return | 1.64% | 3.44%-1.8pp | 61.98%-60.3pp | 10.78%-9.1pp |
| Employer contribution / active EE | $485 | $1,620-70.1% | $5,564-91.3% | $1,899-74.5% |
| Participant deferral / active EE | $794 | $1,985-60.0% | $4,895-83.8% | $3,046-74.0% |
| Admin fee / account holder | $22 | $86-74.7% | $11,612-99.8% | $91-76.2% |