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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 | $39,581 | $35,485+11.5% | $74,551-46.9% | $55,725-29.0% |
| Participation rate | 69.1% | 62.5%+6.6pp | 69.1%0pp | 70.9%-1.7pp |
| Annual return | -4.60% | 0.72%-5.3pp | 32.53%-37.1pp | 244.93%-249.5pp |
| Employer contribution / active EE | $1,172 | $777+50.8% | $1,961-40.2% | $2,078-43.6% |
| Participant deferral / active EE | $1,389 | $2,181-36.3% | $3,108-55.3% | $3,356-58.6% |
| Admin fee / account holder | $92 | $114-19.8% | $5,059-98.2% | $115-20.4% |