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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 | $29,682 | $75,962-60.9% | $154,108-80.7% | $64,173-53.7% |
| Participation rate | 53.5% | 70.4%-16.9pp | 83.0%-29.5pp | 69.6%-16.1pp |
| Annual return | 6.44% | 30.32%-23.9pp | 735.21%-728.8pp | 7.63%-1.2pp |
| Employer contribution / active EE | $1,101 | $3,350-67.1% | $5,298-79.2% | $2,381-53.7% |
| Participant deferral / active EE | $1,912 | $3,175-39.8% | $5,081-62.4% | $3,470-44.9% |
| Admin fee / account holder | $104 | $5,589-98.1% | $13,411-99.2% | $4,887-97.9% |