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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 | $25,033 | $73,102-65.8% | $123,553-79.7% | $56,289-55.5% |
| Participation rate | 46.8% | 74.3%-27.5pp | 82.3%-35.5pp | 69.9%-23.0pp |
| Annual return | -3.15% | 3.01%-6.2pp | 119.21%-122.4pp | -9.96%+6.8pp |
| Employer contribution / active EE | $950 | $2,977-68.1% | $4,628-79.5% | $2,111-55.0% |
| Participant deferral / active EE | $3,208 | $5,423-40.8% | $6,426-50.1% | $3,350-4.2% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |