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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 | $20,644 | $29,369-29.7% | $77,513-73.4% | $73,412-71.9% |
| Participation rate | 21.4% | 37.9%-16.6pp | 54.2%-32.8pp | 72.2%-50.8pp |
| Annual return | 19.84% | 358.15%-338.3pp | 54.81%-35.0pp | 59.30%-39.5pp |
| Employer contribution / active EE | $280 | $406-31.0% | $987-71.6% | $2,234-87.5% |
| Participant deferral / active EE | $656 | $941-30.3% | $1,861-64.7% | $3,806-82.8% |
| Admin fee / account holder | $10 | $123-91.5% | $2,859-99.6% | $158-93.4% |