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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 | $24,618 | $42,546-42.1% | $71,796-65.7% | $55,167-55.4% |
| Participation rate | 27.5% | 59.1%-31.7pp | 69.1%-41.7pp | 69.0%-41.5pp |
| Annual return | 5.79% | 12.36%-6.6pp | 78.04%-72.2pp | 169.23%-163.4pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $731 | $2,064-64.6% | $2,794-73.8% | $3,054-76.1% |
| Admin fee / account holder | $133 | $650-79.5% | $4,815-97.2% | $504-73.6% |