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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 | $14,163 | $52,961-73.3% | $172,752-91.8% | $65,185-78.3% |
| Participation rate | 64.8% | 66.2%-1.4pp | 82.6%-17.9pp | 70.2%-5.4pp |
| Annual return | 18.52% | 30.12%-11.6pp | 802.97%-784.4pp | 29.38%-10.9pp |
| Employer contribution / active EE | $805 | $2,190-63.3% | $5,144-84.4% | $2,177-63.0% |
| Participant deferral / active EE | $1,039 | $2,471-58.0% | $5,198-80.0% | $3,514-70.4% |
| Admin fee / account holder | $0 | $472-100.0% | $13,955-100.0% | $847-100.0% |