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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 | $41,542 | $68,408-39.3% | $57,196-27.4% | $57,658-28.0% |
| Participation rate | 11.0% | 79.1%-68.2pp | 75.3%-64.4pp | 70.2%-59.3pp |
| Annual return | 6.62% | 8.51%-1.9pp | 14.59%-8.0pp | 5.13%+1.5pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,683-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $587 | $2,903-79.8% | $3,096-81.0% | $3,061-80.8% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |