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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 | $52,428 | $37,196+41.0% | $154,108-66.0% | $55,725-5.9% |
| Participation rate | 39.2% | 64.1%-24.9pp | 83.0%-43.9pp | 70.9%-31.7pp |
| Annual return | -1.21% | 1319.68%-1320.9pp | 735.21%-736.4pp | 244.93%-246.1pp |
| Employer contribution / active EE | $466 | $1,614-71.1% | $5,298-91.2% | $2,078-77.6% |
| Participant deferral / active EE | $741 | $2,068-64.2% | $5,081-85.4% | $3,356-77.9% |
| Admin fee / account holder | $6 | $102-94.5% | $13,411-100.0% | $115-95.2% |