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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 | $127,293 | $42,396+200.3% | $67,313+89.1% | $56,289+126.1% |
| Participation rate | 65.8% | 61.0%+4.8pp | 69.1%-3.3pp | 69.9%-4.0pp |
| Annual return | -6.84% | -36.63%+29.8pp | -4.08%-2.8pp | -9.96%+3.1pp |
| Employer contribution / active EE | $0 | $1,414-100.0% | $2,566-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $9,444 | $2,360+300.2% | $3,568+164.7% | $3,350+181.9% |
| Admin fee / account holder | $62 | $510-87.9% | $4,507-98.6% | $521-88.1% |