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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 | $29,843 | $60,128-50.4% | $90,440-67.0% | $79,852-62.6% |
| Participation rate | 58.8% | 65.0%-6.2pp | 72.7%-13.9pp | 69.6%-10.9pp |
| Annual return | 17.14% | 71.95%-54.8pp | 1294.38%-1277.2pp | 31.72%-14.6pp |
| Employer contribution / active EE | $1,024 | $2,068-50.5% | $3,263-68.6% | $2,471-58.5% |
| Participant deferral / active EE | $2,898 | $2,939-1.4% | $3,964-26.9% | $3,740-22.5% |
| Admin fee / account holder | $2 | $3,977-100.0% | $5,615-100.0% | $5,306-100.0% |