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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 | $8,386 | $28,109-70.2% | $71,089-88.2% | $56,289-85.1% |
| Participation rate | 29.5% | 40.4%-11.0pp | 54.6%-25.2pp | 69.9%-40.4pp |
| Annual return | 10.14% | -615.05%+625.2pp | 650.65%-640.5pp | -9.96%+20.1pp |
| Employer contribution / active EE | $0 | $558-100.0% | $1,088-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,643 | $1,116+47.2% | $1,873-12.3% | $3,350-51.0% |
| Admin fee / account holder | $174 | $585-70.2% | $3,082-94.4% | $521-66.6% |