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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 | $33,571 | $34,242-2.0% | $76,518-56.1% | $75,289-55.4% |
| Participation rate | 14.8% | 43.9%-29.1pp | 68.0%-53.2pp | 72.4%-57.6pp |
| Annual return | -6.51% | -0.98%-5.5pp | -0.27%-6.2pp | -0.04%-6.5pp |
| Employer contribution / active EE | $172 | $975-82.4% | $2,647-93.5% | $2,405-92.9% |
| Participant deferral / active EE | $947 | $1,872-49.4% | $3,836-75.3% | $3,739-74.7% |
| Admin fee / account holder | $15 | $112-86.7% | $4,849-99.7% | $102-85.5% |