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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 | $22,343 | $41,467-46.1% | $67,313-66.8% | $55,725-59.9% |
| Participation rate | 36.7% | 62.5%-25.8pp | 69.1%-32.3pp | 70.9%-34.1pp |
| Annual return | -5.44% | 0.82%-6.3pp | -4.08%-1.4pp | 244.93%-250.4pp |
| Employer contribution / active EE | $447 | $1,316-66.1% | $2,566-82.6% | $2,078-78.5% |
| Participant deferral / active EE | $845 | $2,399-64.8% | $3,568-76.3% | $3,356-74.8% |
| Admin fee / account holder | $30 | $102-70.2% | $4,507-99.3% | $115-73.6% |