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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 | $81,450 | $39,948+103.9% | $89,435-8.9% | $73,412+10.9% |
| Participation rate | 7.0% | 50.4%-43.4pp | 68.0%-61.0pp | 72.2%-65.2pp |
| Annual return | 15.04% | 50.12%-35.1pp | 245.55%-230.5pp | 59.30%-44.3pp |
| Employer contribution / active EE | $233 | $1,200-80.6% | $2,587-91.0% | $2,234-89.6% |
| Participant deferral / active EE | $538 | $2,193-75.5% | $3,890-86.2% | $3,806-85.9% |
| Admin fee / account holder | $49 | $134-63.4% | $4,884-99.0% | $158-68.9% |