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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 | $30,915 | $54,355-43.1% | $82,744-62.6% | $68,486-54.9% |
| Participation rate | 32.2% | 63.9%-31.7pp | 72.6%-40.3pp | 67.9%-35.7pp |
| Annual return | -15.23% | -13.67%-1.6pp | 702.22%-717.5pp | -7.85%-7.4pp |
| Employer contribution / active EE | $725 | $2,219-67.3% | $3,008-75.9% | $2,597-72.1% |
| Participant deferral / active EE | $1,005 | $3,246-69.0% | $4,395-77.1% | $4,028-75.0% |
| Admin fee / account holder | $26 | $4,397-99.4% | $5,325-99.5% | $5,404-99.5% |