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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 | $39,001 | $47,977-18.7% | $154,108-74.7% | $56,289-30.7% |
| Participation rate | 47.6% | 66.2%-18.6pp | 83.0%-35.4pp | 69.9%-22.3pp |
| Annual return | -0.84% | 3.54%-4.4pp | 735.21%-736.0pp | -9.96%+9.1pp |
| Employer contribution / active EE | $584 | $2,169-73.1% | $5,298-89.0% | $2,111-72.3% |
| Participant deferral / active EE | $1,419 | $2,392-40.7% | $5,081-72.1% | $3,350-57.6% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |