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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 | $18,048 | $91,198-80.2% | $178,503-89.9% | $79,856-77.4% |
| Participation rate | 42.0% | 69.2%-27.2pp | 81.9%-39.9pp | 69.6%-27.6pp |
| Annual return | 19.74% | 24.20%-4.5pp | 151.12%-131.4pp | 31.71%-12.0pp |
| Employer contribution / active EE | $796 | $3,257-75.6% | $5,011-84.1% | $2,471-67.8% |
| Participant deferral / active EE | $1,367 | $3,237-57.8% | $5,202-73.7% | $3,741-63.4% |
| Admin fee / account holder | $27 | $6,748-99.6% | $13,987-99.8% | $5,306-99.5% |