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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 | $41,283 | $95,542-56.8% | $69,483-40.6% | $67,582-38.9% |
| Participation rate | 38.6% | 79.4%-40.8pp | 74.6%-36.0pp | 71.3%-32.7pp |
| Annual return | 16.96% | 17.67%-0.7pp | 28.99%-12.0pp | 378.57%-361.6pp |
| Employer contribution / active EE | $996 | $2,989-66.7% | $2,780-64.2% | $2,148-53.6% |
| Participant deferral / active EE | $1,758 | $3,263-46.1% | $3,537-50.3% | $3,539-50.3% |
| Admin fee / account holder | $1 | $90-98.5% | $3,841-100.0% | $142-99.0% |