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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 | $45,809 | $46,360-1.2% | $147,617-69.0% | $52,331-12.5% |
| Participation rate | 55.3% | 64.9%-9.7pp | 84.6%-29.3pp | 68.1%-12.8pp |
| Annual return | -0.42% | 1.62%-2.0pp | 61.98%-62.4pp | 4.54%-5.0pp |
| Employer contribution / active EE | $497 | $2,126-76.6% | $5,564-91.1% | $1,882-73.6% |
| Participant deferral / active EE | $1,988 | $2,258-11.9% | $4,895-59.4% | $3,022-34.2% |
| Admin fee / account holder | $113 | $766-85.2% | $11,612-99.0% | $592-80.9% |