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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 | $20,427 | $57,352-64.4% | $83,831-75.6% | $64,173-68.2% |
| Participation rate | 60.0% | 68.6%-8.6pp | 76.1%-16.1pp | 69.6%-9.6pp |
| Annual return | -6.04% | 11.38%-17.4pp | 850.99%-857.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $948 | $2,546-62.8% | $3,631-73.9% | $2,381-60.2% |
| Participant deferral / active EE | $2,324 | $2,993-22.4% | $4,082-43.1% | $3,470-33.0% |
| Admin fee / account holder | $28 | $4,046-99.3% | $5,479-99.5% | $4,887-99.4% |