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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 | $28,255 | $38,925-27.4% | $73,835-61.7% | $55,191-48.8% |
| Participation rate | 52.3% | 66.0%-13.7pp | 73.4%-21.1pp | 69.2%-16.8pp |
| Annual return | 0.43% | 6.31%-5.9pp | 2268.13%-2267.7pp | 10.78%-10.4pp |
| Employer contribution / active EE | $683 | $1,695-59.7% | $2,788-75.5% | $1,899-64.0% |
| Participant deferral / active EE | $3,290 | $2,351+40.0% | $3,583-8.2% | $3,046+8.0% |
| Admin fee / account holder | $24 | $83-71.4% | $4,880-99.5% | $91-73.9% |