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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 | $11,123 | $25,302-56.0% | $74,722-85.1% | $67,579-83.5% |
| Participation rate | 3.8% | 37.8%-34.1pp | 54.5%-50.7pp | 71.3%-67.5pp |
| Annual return | 0.00% | 10291.17%-10291.2pp | 753.11%-753.1pp | 378.56%-378.6pp |
| Employer contribution / active EE | $0 | $446-100.0% | $1,084-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $0 | $954-100.0% | $1,963-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $108-100.0% | $3,335-100.0% | $142-100.0% |