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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 | $64,467 | $69,774-7.6% | $67,575-4.6% | $74,459-13.4% |
| Participation rate | 61.8% | 71.4%-9.6pp | 72.9%-11.1pp | 67.2%-5.4pp |
| Annual return | 16.21% | -40.53%+56.7pp | 3528.98%-3512.8pp | 1369.70%-1353.5pp |
| Employer contribution / active EE | $1,167 | $2,710-56.9% | $2,736-57.3% | $2,626-55.5% |
| Participant deferral / active EE | $1,937 | $3,636-46.7% | $4,003-51.6% | $4,350-55.5% |
| Admin fee / account holder | $0 | $890-100.0% | $3,993-100.0% | $1,945-100.0% |