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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 | $23,153 | $53,925-57.1% | $75,501-69.3% | $69,631-66.7% |
| Participation rate | 42.1% | 71.2%-29.1pp | 72.4%-30.2pp | 70.7%-28.6pp |
| Annual return | 18.61% | 17.84%+0.8pp | 27.35%-8.7pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $868 | $1,802-51.9% | $2,352-63.1% | $2,032-57.3% |
| Participant deferral / active EE | $1,241 | $2,569-51.7% | $3,142-60.5% | $3,224-61.5% |
| Admin fee / account holder | $0 | $97-100.0% | $5,801-100.0% | $110-100.0% |