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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 | $14,912 | $30,732-51.5% | $59,496-74.9% | $59,633-75.0% |
| Participation rate | 45.7% | 43.2%+2.5pp | 54.6%-8.8pp | 68.7%-22.9pp |
| Annual return | 0.00% | 4.47%-4.5pp | 182.05%-182.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $614 | $631-2.6% | $1,153-46.7% | $2,203-72.1% |
| Participant deferral / active EE | $1,077 | $1,183-8.9% | $1,829-41.1% | $3,192-66.2% |
| Admin fee / account holder | $39 | $2,136-98.2% | $2,232-98.2% | $4,297-99.1% |