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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 | $54,679-71.5% | $76,119-79.6% | $74,459-79.1% |
| Participation rate | 52.2% | 60.3%-8.2pp | 69.1%-16.9pp | 67.2%-15.0pp |
| Annual return | 21.83% | 31.90%-10.1pp | 361.25%-339.4pp | 1369.70%-1347.9pp |
| Employer contribution / active EE | $391 | $1,781-78.0% | $2,693-85.5% | $2,626-85.1% |
| Participant deferral / active EE | $1,900 | $3,072-38.1% | $4,259-55.4% | $4,350-56.3% |
| Admin fee / account holder | $14 | $2,238-99.4% | $6,421-99.8% | $1,945-99.3% |