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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 | $54,183 | $29,369+84.5% | $77,513-30.1% | $73,412-26.2% |
| Participation rate | 26.8% | 37.9%-11.1pp | 54.2%-27.4pp | 72.2%-45.4pp |
| Annual return | 17.90% | 358.15%-340.3pp | 54.81%-36.9pp | 59.30%-41.4pp |
| Employer contribution / active EE | $386 | $406-4.8% | $987-60.8% | $2,234-82.7% |
| Participant deferral / active EE | $576 | $941-38.8% | $1,861-69.0% | $3,806-84.9% |
| Admin fee / account holder | $22 | $123-81.9% | $2,859-99.2% | $158-85.9% |