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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 | $77,009 | $55,002+40.0% | $59,899+28.6% | $56,289+36.8% |
| Participation rate | 23.5% | 75.9%-52.4pp | 74.7%-51.2pp | 69.9%-46.4pp |
| Annual return | -1.41% | 1.13%-2.5pp | 3.46%-4.9pp | -9.96%+8.5pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,723-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,461 | $3,121-53.2% | $3,402-57.1% | $3,350-56.4% |
| Admin fee / account holder | $0 | $236-100.0% | $3,592-100.0% | $521-100.0% |