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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 | $12,916 | $25,302-49.0% | $74,723-82.7% | $67,582-80.9% |
| Participation rate | 24.6% | 37.8%-13.3pp | 54.5%-29.9pp | 71.3%-46.7pp |
| Annual return | 31.64% | 10291.17%-10259.5pp | 753.18%-721.5pp | 378.57%-346.9pp |
| Employer contribution / active EE | $656 | $446+47.1% | $1,084-39.5% | $2,148-69.4% |
| Participant deferral / active EE | $1,226 | $954+28.5% | $1,962-37.5% | $3,539-65.4% |
| Admin fee / account holder | $136 | $108+26.1% | $3,335-95.9% | $142-4.6% |