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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 | $31,285 | $46,360-32.5% | $147,617-78.8% | $52,331-40.2% |
| Participation rate | 21.1% | 64.9%-43.9pp | 84.6%-63.6pp | 68.1%-47.1pp |
| Annual return | 0.88% | 1.62%-0.7pp | 61.98%-61.1pp | 4.54%-3.7pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,565-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $709 | $2,258-68.6% | $4,895-85.5% | $3,022-76.5% |
| Admin fee / account holder | $6 | $766-99.2% | $11,611-99.9% | $592-98.9% |