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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 | $50,609 | $42,383+19.4% | $76,518-33.9% | $64,173-21.1% |
| Participation rate | 46.7% | 58.1%-11.5pp | 68.0%-21.3pp | 69.6%-22.9pp |
| Annual return | -5.70% | -16.54%+10.8pp | -0.27%-5.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,316 | $2,566-9.8% | $3,836-39.6% | $3,470-33.3% |
| Admin fee / account holder | $92 | $3,198-97.1% | $4,849-98.1% | $4,887-98.1% |