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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 | $34,701 | $31,370+10.6% | $74,577-53.5% | $63,975-45.8% |
| Participation rate | 11.0% | 42.6%-31.5pp | 68.1%-57.1pp | 71.1%-60.1pp |
| Annual return | 7.02% | -105.16%+112.2pp | 20.47%-13.5pp | 48.65%-41.6pp |
| Employer contribution / active EE | $106 | $822-87.1% | $2,525-95.8% | $2,182-95.1% |
| Participant deferral / active EE | $536 | $1,560-65.7% | $3,458-84.5% | $3,356-84.0% |
| Admin fee / account holder | $19 | $77-75.5% | $4,138-99.5% | $70-73.2% |