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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 | $27,157 | $44,873-39.5% | $79,476-65.8% | $56,287-51.8% |
| Participation rate | 60.2% | 68.7%-8.6pp | 73.3%-13.2pp | 69.9%-9.7pp |
| Annual return | -1.82% | 0.81%-2.6pp | 718.21%-720.0pp | -9.96%+8.1pp |
| Employer contribution / active EE | $476 | $2,140-77.8% | $2,800-83.0% | $2,111-77.5% |
| Participant deferral / active EE | $2,541 | $2,746-7.5% | $3,704-31.4% | $3,350-24.1% |
| Admin fee / account holder | $9 | $418-97.9% | $5,113-99.8% | $521-98.3% |