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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 | $47,702 | $49,177-3.0% | $79,467-40.0% | $64,173-25.7% |
| Participation rate | 65.7% | 65.0%+0.6pp | 73.3%-7.7pp | 69.6%-3.9pp |
| Annual return | -4.06% | -1.16%-2.9pp | 718.30%-722.4pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,092 | $2,821+45.1% | $3,704+10.5% | $3,470+17.9% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,104-100.0% | $4,887-100.0% |