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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 | $40,694 | $38,925+4.5% | $73,835-44.9% | $55,191-26.3% |
| Participation rate | 23.4% | 66.0%-42.6pp | 73.4%-50.0pp | 69.2%-45.7pp |
| Annual return | -0.20% | 6.31%-6.5pp | 2268.13%-2268.3pp | 10.78%-11.0pp |
| Employer contribution / active EE | $462 | $1,695-72.8% | $2,788-83.4% | $1,899-75.7% |
| Participant deferral / active EE | $691 | $2,351-70.6% | $3,583-80.7% | $3,046-77.3% |
| Admin fee / account holder | $0 | $83-100.0% | $4,880-100.0% | $91-100.0% |