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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 | $27,044 | $55,453-51.2% | $170,435-84.1% | $62,293-56.6% |
| Participation rate | 56.5% | 66.4%-9.9pp | 83.6%-27.1pp | 69.5%-13.0pp |
| Annual return | 24.93% | 21.38%+3.6pp | 205.94%-181.0pp | 28.90%-4.0pp |
| Employer contribution / active EE | $957 | $2,164-55.8% | $5,432-82.4% | $2,042-53.1% |
| Participant deferral / active EE | $3,317 | $2,303+44.1% | $4,939-32.8% | $3,169+4.7% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |