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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 | $15,556 | $54,558-71.5% | $76,051-79.5% | $74,400-79.1% |
| Participation rate | 52.2% | 60.3%-8.1pp | 69.1%-16.9pp | 67.2%-15.0pp |
| Annual return | 21.83% | 31.83%-10.0pp | 360.42%-338.6pp | 1367.51%-1345.7pp |
| Employer contribution / active EE | $391 | $1,778-78.0% | $2,690-85.4% | $2,624-85.1% |
| Participant deferral / active EE | $1,900 | $3,065-38.0% | $4,257-55.4% | $4,348-56.3% |
| Admin fee / account holder | $14 | $2,232-99.4% | $6,416-99.8% | $1,944-99.3% |