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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 | $84,377 | $47,977+75.9% | $154,108-45.2% | $56,289+49.9% |
| Participation rate | 67.9% | 66.2%+1.7pp | 83.0%-15.2pp | 69.9%-2.0pp |
| Annual return | -3.54% | 3.54%-7.1pp | 735.21%-738.7pp | -9.96%+6.4pp |
| Employer contribution / active EE | $2,384 | $2,169+9.9% | $5,298-55.0% | $2,111+12.9% |
| Participant deferral / active EE | $3,628 | $2,392+51.7% | $5,081-28.6% | $3,350+8.3% |
| Admin fee / account holder | $134 | $438-69.5% | $13,411-99.0% | $521-74.3% |