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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 | $12,960 | $37,117-65.1% | $147,617-91.2% | $55,191-76.5% |
| Participation rate | 40.7% | 63.6%-22.9pp | 84.6%-43.9pp | 69.2%-28.5pp |
| Annual return | -1.29% | 3.44%-4.7pp | 61.98%-63.3pp | 10.78%-12.1pp |
| Employer contribution / active EE | $441 | $1,620-72.8% | $5,564-92.1% | $1,899-76.8% |
| Participant deferral / active EE | $721 | $1,985-63.7% | $4,895-85.3% | $3,046-76.3% |
| Admin fee / account holder | $16 | $86-81.1% | $11,612-99.9% | $91-82.2% |