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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 | $49,920 | $37,463+33.3% | $77,096-35.2% | $66,938-25.4% |
| Participation rate | 25.8% | 52.9%-27.2pp | 67.9%-42.2pp | 69.8%-44.1pp |
| Annual return | -16.81% | -3.25%-13.6pp | 42.35%-59.2pp | 1.58%-18.4pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $2,814-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $4,447 | $2,621+69.6% | $4,429+0.4% | $4,238+4.9% |
| Admin fee / account holder | $27 | $568-95.2% | $5,428-99.5% | $594-95.4% |