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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 | $44,650 | $75,388-40.8% | $123,552-63.9% | $55,725-19.9% |
| Participation rate | 59.4% | 75.7%-16.3pp | 82.3%-22.9pp | 70.9%-11.5pp |
| Annual return | -4.91% | 4.48%-9.4pp | 119.20%-124.1pp | 244.93%-249.8pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $5,390 | $5,651-4.6% | $6,426-16.1% | $3,356+60.6% |
| Admin fee / account holder | $13 | $120-89.6% | $9,285-99.9% | $115-89.1% |