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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 | $31,532 | $46,732-32.5% | $156,551-79.9% | $55,167-42.8% |
| Participation rate | 32.9% | 65.8%-32.9pp | 84.0%-51.2pp | 69.0%-36.1pp |
| Annual return | 7.96% | 17.72%-9.8pp | 32.23%-24.3pp | 169.23%-161.3pp |
| Employer contribution / active EE | $672 | $2,105-68.1% | $5,501-87.8% | $1,963-65.7% |
| Participant deferral / active EE | $1,086 | $2,204-50.8% | $4,871-77.7% | $3,054-64.5% |
| Admin fee / account holder | $153 | $418-63.4% | $13,028-98.8% | $504-69.6% |