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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 | $22,392 | $36,916-39.3% | $156,551-85.7% | $57,658-61.2% |
| Participation rate | 0.2% | 63.4%-63.2pp | 84.0%-83.8pp | 70.2%-70.0pp |
| Annual return | 6.83% | 12.38%-5.5pp | 32.23%-25.4pp | 5.13%+1.7pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |