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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 | $38,534 | $26,805+43.8% | $59,496-35.2% | $52,331-26.4% |
| Participation rate | 44.1% | 39.3%+4.7pp | 54.6%-10.5pp | 68.1%-24.0pp |
| Annual return | -1.69% | 2.61%-4.3pp | 182.05%-183.7pp | 4.54%-6.2pp |
| Employer contribution / active EE | $0 | $450-100.0% | $1,153-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $944 | $916+3.0% | $1,829-48.4% | $3,022-68.8% |
| Admin fee / account holder | $0 | $305-100.0% | $2,232-100.0% | $592-100.0% |