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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 | $55,576 | $42,548+30.6% | $74,549-25.5% | $56,287-1.3% |
| Participation rate | 0.0% | 60.5%-60.5pp | 69.1%-69.1pp | 69.9%-69.9pp |
| Annual return | -7.28% | 12.40%-19.7pp | 32.53%-39.8pp | -9.96%+2.7pp |
| Employer contribution / active EE | $369 | $855-56.8% | $1,961-81.2% | $2,111-82.5% |
| Participant deferral / active EE | $1,585 | $2,277-30.4% | $3,108-49.0% | $3,350-52.7% |
| Admin fee / account holder | $18 | $467-96.2% | $5,059-99.6% | $521-96.6% |