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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 | $12,750 | $25,302-49.6% | $74,722-82.9% | $67,579-81.1% |
| Participation rate | 58.5% | 37.8%+20.7pp | 54.5%+4.1pp | 71.3%-12.7pp |
| Annual return | 19.92% | 10291.17%-10271.3pp | 753.11%-733.2pp | 378.56%-358.6pp |
| Employer contribution / active EE | $961 | $446+115.3% | $1,084-11.3% | $2,148-55.2% |
| Participant deferral / active EE | $766 | $954-19.7% | $1,963-61.0% | $3,539-78.3% |
| Admin fee / account holder | $0 | $108-100.0% | $3,335-100.0% | $142-100.0% |