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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 | $38,844 | $47,977-19.0% | $154,108-74.8% | $56,289-31.0% |
| Participation rate | 61.8% | 66.2%-4.4pp | 83.0%-21.2pp | 69.9%-8.0pp |
| Annual return | -4.79% | 3.54%-8.3pp | 735.21%-740.0pp | -9.96%+5.2pp |
| Employer contribution / active EE | $2,039 | $2,169-6.0% | $5,298-61.5% | $2,111-3.4% |
| Participant deferral / active EE | $1,635 | $2,392-31.7% | $5,081-67.8% | $3,350-51.2% |
| Admin fee / account holder | $27 | $438-93.8% | $13,411-99.8% | $521-94.8% |