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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 | $20,042 | $39,948-49.8% | $89,435-77.6% | $73,412-72.7% |
| Participation rate | 44.1% | 50.4%-6.3pp | 68.0%-23.9pp | 72.2%-28.1pp |
| Annual return | 15.99% | 50.12%-34.1pp | 245.55%-229.6pp | 59.30%-43.3pp |
| Employer contribution / active EE | $790 | $1,200-34.1% | $2,587-69.5% | $2,234-64.6% |
| Participant deferral / active EE | $1,327 | $2,193-39.5% | $3,890-65.9% | $3,806-65.1% |
| Admin fee / account holder | $36 | $134-72.9% | $4,884-99.3% | $158-77.0% |