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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 | $16,316 | $47,977-66.0% | $154,111-89.4% | $56,287-71.0% |
| Participation rate | 68.2% | 66.2%+2.0pp | 83.0%-14.9pp | 69.9%-1.7pp |
| Annual return | -0.86% | 3.54%-4.4pp | 735.18%-736.0pp | -9.96%+9.1pp |
| Employer contribution / active EE | $754 | $2,169-65.3% | $5,298-85.8% | $2,111-64.3% |
| Participant deferral / active EE | $758 | $2,392-68.3% | $5,081-85.1% | $3,350-77.4% |
| Admin fee / account holder | $26 | $438-94.0% | $13,411-99.8% | $521-95.0% |