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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 | $50,527 | $65,557-22.9% | $105,736-52.2% | $56,289-10.2% |
| Participation rate | 44.0% | 63.4%-19.4pp | 76.3%-32.4pp | 69.9%-25.9pp |
| Annual return | -5.22% | -1.32%-3.9pp | 6.27%-11.5pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,553 | $1,788-13.2% | $3,268-52.5% | $2,111-26.5% |
| Participant deferral / active EE | $2,244 | $2,418-7.2% | $4,080-45.0% | $3,350-33.0% |
| Admin fee / account holder | $24 | $561-95.7% | $6,913-99.6% | $521-95.3% |