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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,295 | $37,117-61.5% | $147,617-90.3% | $55,191-74.1% |
| Participation rate | 2.5% | 63.6%-61.2pp | 84.6%-82.2pp | 69.2%-66.7pp |
| Annual return | -0.67% | 3.44%-4.1pp | 61.98%-62.7pp | 10.78%-11.4pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $51 | $1,985-97.4% | $4,895-99.0% | $3,046-98.3% |
| Admin fee / account holder | $20 | $86-76.7% | $11,612-99.8% | $91-78.0% |