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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 | $44,430 | $46,732-4.9% | $156,551-71.6% | $55,167-19.5% |
| Participation rate | 36.1% | 65.8%-29.7pp | 84.0%-48.0pp | 69.0%-32.9pp |
| Annual return | 6.13% | 17.72%-11.6pp | 32.23%-26.1pp | 169.23%-163.1pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,612 | $2,204+18.5% | $4,871-46.4% | $3,054-14.5% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |