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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 | $31,864 | $30,979+2.9% | $67,704-52.9% | $59,188-46.2% |
| Participation rate | 12.9% | 40.5%-27.7pp | 67.5%-54.7pp | 69.4%-56.6pp |
| Annual return | 0.11% | -1.74%+1.9pp | 25.41%-25.3pp | 5.51%-5.4pp |
| Employer contribution / active EE | $144 | $807-82.2% | $2,559-94.4% | $2,098-93.1% |
| Participant deferral / active EE | $695 | $1,603-56.6% | $3,585-80.6% | $3,265-78.7% |
| Admin fee / account holder | $16 | $81-79.9% | $4,255-99.6% | $92-82.4% |