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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 | $15,917 | $58,895-73.0% | $178,503-91.1% | $73,497-78.3% |
| Participation rate | 37.6% | 66.2%-28.6pp | 81.9%-44.3pp | 70.7%-33.1pp |
| Annual return | 22.87% | 24.86%-2.0pp | 151.12%-128.2pp | 28.51%-5.6pp |
| Employer contribution / active EE | $544 | $2,236-75.7% | $5,011-89.2% | $2,270-76.1% |
| Participant deferral / active EE | $1,118 | $2,567-56.4% | $5,202-78.5% | $3,740-70.1% |
| Admin fee / account holder | $165 | $400-58.7% | $13,987-98.8% | $513-67.8% |