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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 | $21,203 | $45,152-53.0% | $73,845-71.3% | $59,632-64.4% |
| Participation rate | 65.1% | 64.0%+1.0pp | 73.4%-8.4pp | 68.7%-3.6pp |
| Annual return | 1.32% | 27.40%-26.1pp | 2267.91%-2266.6pp | 2041.32%-2040.0pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $876 | $2,574-66.0% | $3,583-75.6% | $3,192-72.6% |
| Admin fee / account holder | $25 | $3,516-99.3% | $4,881-99.5% | $4,297-99.4% |