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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 | $23,239 | $48,078-51.7% | $78,676-70.5% | $62,881-63.0% |
| Participation rate | 45.5% | 65.2%-19.8pp | 73.6%-28.1pp | 69.3%-23.9pp |
| Annual return | 54.18% | 31.36%+22.8pp | 62.19%-8.0pp | 20.14%+34.0pp |
| Employer contribution / active EE | $427 | $2,015-78.8% | $2,850-85.0% | $2,281-81.3% |
| Participant deferral / active EE | $1,540 | $2,587-40.5% | $3,517-56.2% | $3,203-51.9% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |