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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 | $28,664 | $42,810-33.0% | $169,452-83.1% | $55,725-48.6% |
| Participation rate | 69.3% | 64.7%+4.5pp | 77.8%-8.5pp | 70.9%-1.6pp |
| Annual return | -3.64% | -3.61%0pp | 1.83%-5.5pp | 244.93%-248.6pp |
| Employer contribution / active EE | $1,037 | $1,402-26.0% | $4,157-75.1% | $2,078-50.1% |
| Participant deferral / active EE | $2,875 | $3,141-8.5% | $5,277-45.5% | $3,356-14.3% |
| Admin fee / account holder | $71 | $106-33.6% | $9,110-99.2% | $115-38.6% |