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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 | $19,088 | $30,555-37.5% | $80,741-76.4% | $86,821-78.0% |
| Participation rate | 63.5% | 37.2%+26.2pp | 54.2%+9.3pp | 72.3%-8.8pp |
| Annual return | 78.32% | 30.35%+48.0pp | 87.30%-9.0pp | 97.94%-19.6pp |
| Employer contribution / active EE | $0 | $472-100.0% | $1,160-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $412 | $1,050-60.8% | $2,145-80.8% | $4,132-90.0% |
| Admin fee / account holder | $7 | $135-94.9% | $3,380-99.8% | $170-96.0% |