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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 | $14,561 | $36,916-60.6% | $156,551-90.7% | $57,658-74.7% |
| Participation rate | 2.8% | 63.4%-60.6pp | 84.0%-81.2pp | 70.2%-67.4pp |
| Annual return | 6.80% | 12.38%-5.6pp | 32.23%-25.4pp | 5.13%+1.7pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $37 | $1,926-98.1% | $4,871-99.3% | $3,061-98.8% |
| Admin fee / account holder | $42 | $82-48.6% | $13,028-99.7% | $95-55.1% |