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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 | $46,501 | $47,977-3.1% | $154,108-69.8% | $56,289-17.4% |
| Participation rate | 54.1% | 66.2%-12.0pp | 83.0%-28.9pp | 69.9%-15.7pp |
| Annual return | -5.70% | 3.54%-9.2pp | 735.21%-740.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,841 | $2,169-15.1% | $5,298-65.2% | $2,111-12.8% |
| Participant deferral / active EE | $4,020 | $2,392+68.1% | $5,081-20.9% | $3,350+20.0% |
| Admin fee / account holder | $19 | $438-95.6% | $13,411-99.9% | $521-96.3% |