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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 | $32,072 | $41,281-22.3% | $109,313-70.7% | $57,658-44.4% |
| Participation rate | 27.7% | 59.3%-31.6pp | 71.3%-43.5pp | 70.2%-42.5pp |
| Annual return | 11.23% | 8.97%+2.3pp | 22.07%-10.8pp | 5.13%+6.1pp |
| Employer contribution / active EE | $0 | $1,201-100.0% | $3,892-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $944 | $2,223-57.5% | $3,166-70.2% | $3,061-69.2% |
| Admin fee / account holder | $0 | $75-100.0% | $5,666-100.0% | $95-100.0% |