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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 | $47,067 | $38,969+20.8% | $109,313-56.9% | $55,167-14.7% |
| Participation rate | 39.6% | 58.2%-18.7pp | 71.3%-31.7pp | 69.0%-29.4pp |
| Annual return | 6.04% | 8.26%-2.2pp | 22.07%-16.0pp | 169.23%-163.2pp |
| Employer contribution / active EE | $0 | $1,227-100.0% | $3,892-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,152 | $2,176-47.1% | $3,166-63.6% | $3,054-62.3% |
| Admin fee / account holder | $0 | $501-100.0% | $5,666-100.0% | $504-100.0% |