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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 | $40,556 | $58,895-31.1% | $178,503-77.3% | $73,497-44.8% |
| Participation rate | 45.3% | 66.2%-20.9pp | 81.9%-36.6pp | 70.7%-25.4pp |
| Annual return | 16.66% | 24.86%-8.2pp | 151.12%-134.5pp | 28.51%-11.9pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,229 | $2,567-13.2% | $5,202-57.2% | $3,740-40.4% |
| Admin fee / account holder | $6 | $400-98.6% | $13,987-100.0% | $513-98.9% |