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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 | $28,229 | $46,173-38.9% | $170,435-83.4% | $69,631-59.5% |
| Participation rate | 0.3% | 63.9%-63.6pp | 83.6%-83.3pp | 70.7%-70.4pp |
| Annual return | 26.07% | 21.62%+4.4pp | 205.94%-179.9pp | 27571.02%-27545.0pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $13,881-100.0% | $110-100.0% |