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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 | $51,146 | $39,859+28.3% | $78,675-35.0% | $57,658-11.3% |
| Participation rate | 17.4% | 66.1%-48.7pp | 73.6%-56.2pp | 70.2%-52.9pp |
| Annual return | 8.04% | 18.96%-10.9pp | 62.19%-54.1pp | 5.13%+2.9pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,850-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $604 | $2,248-73.1% | $3,517-82.8% | $3,061-80.3% |
| Admin fee / account holder | $0 | $76-100.0% | $4,510-100.0% | $95-100.0% |