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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 | $0 | $79,169-100.0% | $100,415-100.0% | $74,478-100.0% |
| Participation rate | 0.0% | 79.4%-79.4pp | 81.5%-81.5pp | 67.2%-67.2pp |
| Annual return | 20.66% | 20.51%+0.1pp | 49.47%-28.8pp | 1370.56%-1349.9pp |
| Employer contribution / active EE | $1,520 | $3,017-49.6% | $3,943-61.5% | $2,626-42.1% |
| Participant deferral / active EE | $4,053 | $7,751-47.7% | $8,091-49.9% | $4,350-6.8% |
| Admin fee / account holder | $0 | $1,337-100.0% | $7,906-100.0% | $1,946-100.0% |