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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 | $48,918 | $65,862-25.7% | $124,693-60.8% | $79,391-38.4% |
| Participation rate | 20.9% | 62.2%-41.4pp | 74.6%-53.7pp | 70.7%-49.8pp |
| Annual return | 15.45% | 19.02%-3.6pp | 5144.19%-5128.7pp | 116.88%-101.4pp |
| Employer contribution / active EE | $710 | $1,883-62.3% | $3,324-78.6% | $2,428-70.8% |
| Participant deferral / active EE | $1,873 | $2,772-32.4% | $4,615-59.4% | $4,046-53.7% |
| Admin fee / account holder | $4 | $673-99.3% | $7,494-99.9% | $627-99.3% |