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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 | $18,877 | $47,977-60.7% | $154,108-87.8% | $56,289-66.5% |
| Participation rate | 49.7% | 66.2%-16.5pp | 83.0%-33.3pp | 69.9%-20.2pp |
| Annual return | 0.61% | 3.54%-2.9pp | 735.21%-734.6pp | -9.96%+10.6pp |
| Employer contribution / active EE | $583 | $2,169-73.1% | $5,298-89.0% | $2,111-72.4% |
| Participant deferral / active EE | $815 | $2,392-65.9% | $5,081-84.0% | $3,350-75.7% |
| Admin fee / account holder | $9 | $438-97.9% | $13,411-99.9% | $521-98.3% |