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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 | $41,454 | $50,464-17.9% | $75,782-45.3% | $52,331-20.8% |
| Participation rate | 21.4% | 66.8%-45.3pp | 75.8%-54.4pp | 68.1%-46.7pp |
| Annual return | 46.53% | 1.03%+45.5pp | 9.68%+36.8pp | 4.54%+42.0pp |
| Employer contribution / active EE | $576 | $1,988-71.1% | $3,323-82.7% | $1,882-69.4% |
| Participant deferral / active EE | $1,619 | $2,570-37.0% | $3,652-55.7% | $3,022-46.4% |
| Admin fee / account holder | $47 | $1,103-95.7% | $5,300-99.1% | $592-92.0% |