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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 | $19,581 | $48,261-59.4% | $68,612-71.5% | $55,725-64.9% |
| Participation rate | 51.8% | 71.0%-19.2pp | 72.2%-20.4pp | 70.9%-19.0pp |
| Annual return | -5.71% | -2.61%-3.1pp | -4.63%-1.1pp | 244.93%-250.6pp |
| Employer contribution / active EE | $1,168 | $1,742-33.0% | $2,625-55.5% | $2,078-43.8% |
| Participant deferral / active EE | $1,644 | $2,712-39.4% | $3,311-50.3% | $3,356-51.0% |
| Admin fee / account holder | $0 | $126-100.0% | $5,131-100.0% | $115-100.0% |