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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 | $21,274 | $77,817-72.7% | $123,553-82.8% | $64,173-66.8% |
| Participation rate | 66.7% | 74.7%-8.0pp | 82.3%-15.6pp | 69.6%-2.9pp |
| Annual return | -7.25% | 12.49%-19.7pp | 119.21%-126.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,126 | $3,014-62.6% | $4,628-75.7% | $2,381-52.7% |
| Participant deferral / active EE | $3,678 | $5,240-29.8% | $6,426-42.8% | $3,470+6.0% |
| Admin fee / account holder | $135 | $5,519-97.6% | $9,284-98.5% | $4,887-97.2% |