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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 | $37,361 | $57,976-35.6% | $63,018-40.7% | $62,293-40.0% |
| Participation rate | 38.8% | 75.9%-37.1pp | 74.8%-36.0pp | 69.5%-30.7pp |
| Annual return | 16.65% | 17.54%-0.9pp | 87.62%-71.0pp | 28.90%-12.2pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,761-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,178 | $2,956-60.1% | $3,330-64.6% | $3,169-62.8% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |