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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 | $14,323 | $47,977-70.1% | $154,108-90.7% | $56,289-74.6% |
| Participation rate | 59.4% | 66.2%-6.8pp | 83.0%-23.6pp | 69.9%-10.4pp |
| Annual return | 0.00% | 3.54%-3.5pp | 735.21%-735.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,107 | $2,392-53.7% | $5,081-78.2% | $3,350-67.0% |
| Admin fee / account holder | $12 | $438-97.2% | $13,411-99.9% | $521-97.6% |