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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 | $11,236 | $25,302-55.6% | $74,723-85.0% | $67,582-83.4% |
| Participation rate | 67.7% | 37.8%+29.8pp | 54.5%+13.2pp | 71.3%-3.6pp |
| Annual return | 28.16% | 10291.17%-10263.0pp | 753.18%-725.0pp | 378.57%-350.4pp |
| Employer contribution / active EE | $0 | $446-100.0% | $1,084-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $328 | $954-65.6% | $1,962-83.3% | $3,539-90.7% |
| Admin fee / account holder | $6 | $108-94.2% | $3,335-99.8% | $142-95.6% |