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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 | $47,192 | $65,322-27.8% | $70,494-33.1% | $73,497-35.8% |
| Participation rate | 25.2% | 77.0%-51.8pp | 75.1%-49.9pp | 70.7%-45.5pp |
| Annual return | 8.46% | 15.71%-7.2pp | 109.16%-100.7pp | 28.51%-20.1pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,738-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,442 | $3,375-57.3% | $3,711-61.1% | $3,740-61.4% |
| Admin fee / account holder | $50 | $214-76.4% | $3,848-98.7% | $513-90.2% |