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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 | $29,128 | $45,283-35.7% | $155,789-81.3% | $52,331-44.3% |
| Participation rate | 54.7% | 62.2%-7.5pp | 76.1%-21.4pp | 68.1%-13.4pp |
| Annual return | -0.32% | 1.80%-2.1pp | 71.54%-71.9pp | 4.54%-4.9pp |
| Employer contribution / active EE | $1,674 | $1,329+26.0% | $3,839-56.4% | $1,882-11.0% |
| Participant deferral / active EE | $3,077 | $2,854+7.8% | $4,798-35.9% | $3,022+1.8% |
| Admin fee / account holder | $175 | $981-82.2% | $7,477-97.7% | $592-70.4% |