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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 | $55,270 | $44,221+25.0% | $121,220-54.4% | $56,289-1.8% |
| Participation rate | 36.6% | 61.1%-24.5pp | 71.8%-35.2pp | 69.9%-33.3pp |
| Annual return | -4.05% | -3.58%-0.5pp | 16.94%-21.0pp | -9.96%+5.9pp |
| Employer contribution / active EE | $0 | $1,480-100.0% | $4,023-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,309 | $2,521-48.1% | $3,345-60.9% | $3,350-60.9% |
| Admin fee / account holder | $3 | $480-99.4% | $5,021-99.9% | $521-99.5% |