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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 | $59,334 | $80,753-26.5% | $136,297-56.5% | $62,293-4.8% |
| Participation rate | 48.9% | 73.5%-24.7pp | 81.9%-33.1pp | 69.5%-20.7pp |
| Annual return | 16.87% | 35.83%-19.0pp | 5156.16%-5139.3pp | 28.90%-12.0pp |
| Employer contribution / active EE | $932 | $2,884-67.7% | $4,696-80.1% | $2,042-54.3% |
| Participant deferral / active EE | $3,594 | $5,164-30.4% | $6,247-42.5% | $3,169+13.4% |
| Admin fee / account holder | $266 | $525-49.3% | $9,244-97.1% | $479-44.5% |