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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 | $42,115 | $70,917-40.6% | $98,920-57.4% | $73,497-42.7% |
| Participation rate | 65.5% | 73.8%-8.3pp | 76.0%-10.6pp | 70.7%-5.2pp |
| Annual return | 17.01% | 34.18%-17.2pp | 196.47%-179.5pp | 28.51%-11.5pp |
| Employer contribution / active EE | $514 | $2,037-74.8% | $2,689-80.9% | $2,270-77.3% |
| Participant deferral / active EE | $2,847 | $3,501-18.7% | $4,245-32.9% | $3,740-23.9% |
| Admin fee / account holder | $13 | $535-97.6% | $6,643-99.8% | $513-97.5% |