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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 | $147,525 | $61,214+141.0% | $83,327+77.0% | $56,289+162.1% |
| Participation rate | 56.5% | 72.6%-16.1pp | 77.8%-21.2pp | 69.9%-13.3pp |
| Annual return | -5.87% | 0.42%-6.3pp | 10.64%-16.5pp | -9.96%+4.1pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,376 | $5,091+25.2% | $5,565+14.6% | $3,350+90.3% |
| Admin fee / account holder | $8 | $512-98.4% | $7,540-99.9% | $521-98.4% |