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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 | $28,655 | $47,977-40.3% | $154,108-81.4% | $56,289-49.1% |
| Participation rate | 68.0% | 66.2%+1.8pp | 83.0%-15.0pp | 69.9%-1.8pp |
| Annual return | -2.29% | 3.54%-5.8pp | 735.21%-737.5pp | -9.96%+7.7pp |
| Employer contribution / active EE | $972 | $2,169-55.2% | $5,298-81.7% | $2,111-54.0% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |