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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 | $48,565 | $73,102-33.6% | $123,549-60.7% | $56,287-13.7% |
| Participation rate | 50.0% | 74.3%-24.3pp | 82.3%-32.3pp | 69.9%-19.9pp |
| Annual return | 1.86% | 3.01%-1.1pp | 119.20%-117.3pp | -9.96%+11.8pp |
| Employer contribution / active EE | $1,242 | $2,977-58.3% | $4,628-73.2% | $2,111-41.2% |
| Participant deferral / active EE | $5,062 | $5,423-6.7% | $6,426-21.2% | $3,350+51.1% |
| Admin fee / account holder | $77 | $554-86.0% | $9,284-99.2% | $521-85.2% |