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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 | $29,024 | $38,969-25.5% | $109,313-73.4% | $55,167-47.4% |
| Participation rate | 48.3% | 58.2%-9.9pp | 71.3%-23.0pp | 69.0%-20.7pp |
| Annual return | 8.92% | 8.26%+0.7pp | 22.07%-13.1pp | 169.23%-160.3pp |
| Employer contribution / active EE | $387 | $1,227-68.4% | $3,892-90.0% | $1,963-80.3% |
| Participant deferral / active EE | $1,366 | $2,176-37.2% | $3,166-56.9% | $3,054-55.3% |
| Admin fee / account holder | $93 | $501-81.5% | $5,666-98.4% | $504-81.6% |