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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 | $22,148 | $95,406-76.8% | $185,849-88.1% | $85,847-74.2% |
| Participation rate | 51.4% | 68.8%-17.4pp | 81.7%-30.3pp | 69.3%-17.9pp |
| Annual return | 20.30% | 23.59%-3.3pp | 122.10%-101.8pp | 318.61%-298.3pp |
| Employer contribution / active EE | $672 | $3,314-79.7% | $5,169-87.0% | $2,565-73.8% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $24 | $7,214-99.7% | $16,244-99.9% | $6,261-99.6% |