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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 | $22,601 | $25,723-12.1% | $69,182-67.3% | $55,167-59.0% |
| Participation rate | 35.3% | 39.4%-4.1pp | 55.1%-19.8pp | 69.0%-33.7pp |
| Annual return | 11.55% | 9.56%+2.0pp | -21.93%+33.5pp | 169.23%-157.7pp |
| Employer contribution / active EE | $531 | $480+10.5% | $1,206-56.0% | $1,963-72.9% |
| Participant deferral / active EE | $1,008 | $963+4.6% | $1,897-46.9% | $3,054-67.0% |
| Admin fee / account holder | $91 | $365-75.1% | $2,697-96.6% | $504-82.0% |