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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 | $22,467 | $37,196-39.6% | $154,108-85.4% | $55,725-59.7% |
| Participation rate | 42.6% | 64.1%-21.5pp | 83.0%-40.5pp | 70.9%-28.3pp |
| Annual return | 8.43% | 1319.68%-1311.2pp | 735.21%-726.8pp | 244.93%-236.5pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,295 | $2,068-37.4% | $5,081-74.5% | $3,356-61.4% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |