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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 | $41,684 | $55,453-24.8% | $170,435-75.5% | $62,293-33.1% |
| Participation rate | 47.2% | 66.4%-19.2pp | 83.6%-36.4pp | 69.5%-22.3pp |
| Annual return | 17.85% | 21.38%-3.5pp | 205.94%-188.1pp | 28.90%-11.0pp |
| Employer contribution / active EE | $862 | $2,164-60.2% | $5,432-84.1% | $2,042-57.8% |
| Participant deferral / active EE | $1,104 | $2,303-52.1% | $4,939-77.7% | $3,169-65.2% |
| Admin fee / account holder | $21 | $455-95.4% | $13,881-99.8% | $479-95.6% |