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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 | $70,026 | $62,267+12.5% | $110,243-36.5% | $55,725+25.7% |
| Participation rate | 35.0% | 78.1%-43.2pp | 79.8%-44.9pp | 70.9%-35.9pp |
| Annual return | -1.91% | -1.07%-0.8pp | 314.76%-316.7pp | 244.93%-246.8pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $3,827-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,318 | $3,516-34.1% | $4,672-50.4% | $3,356-30.9% |
| Admin fee / account holder | $39 | $121-68.0% | $8,548-99.5% | $115-66.4% |