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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 | $23,250 | $52,467-55.7% | $57,196-59.4% | $55,167-57.9% |
| Participation rate | 8.6% | 75.8%-67.3pp | 75.3%-66.7pp | 69.0%-60.4pp |
| Annual return | 5.08% | 7.72%-2.6pp | 14.59%-9.5pp | 169.23%-164.1pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $237 | $2,830-91.6% | $3,096-92.3% | $3,054-92.2% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |