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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 | $26,771 | $53,127-49.6% | $86,597-69.1% | $70,131-61.8% |
| Participation rate | 36.1% | 65.3%-29.2pp | 73.5%-37.5pp | 69.5%-33.5pp |
| Annual return | 15.82% | 27.66%-11.8pp | 964.96%-949.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $436 | $2,068-78.9% | $2,840-84.6% | $2,342-81.4% |
| Participant deferral / active EE | $1,617 | $2,696-40.0% | $3,609-55.2% | $3,332-51.5% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |