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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 | $26,826 | $47,977-44.1% | $154,111-82.6% | $56,287-52.3% |
| Participation rate | 58.9% | 66.2%-7.3pp | 83.0%-24.1pp | 69.9%-10.9pp |
| Annual return | -4.40% | 3.54%-7.9pp | 735.18%-739.6pp | -9.96%+5.6pp |
| Employer contribution / active EE | $711 | $2,169-67.2% | $5,298-86.6% | $2,111-66.3% |
| Participant deferral / active EE | $1,625 | $2,392-32.1% | $5,081-68.0% | $3,350-51.5% |
| Admin fee / account holder | $18 | $438-95.8% | $13,411-99.9% | $521-96.5% |