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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 | $20,033 | $43,338-53.8% | $59,887-66.5% | $64,173-68.8% |
| Participation rate | 13.8% | 69.2%-55.3pp | 74.7%-60.9pp | 69.6%-55.7pp |
| Annual return | -3.06% | -1.55%-1.5pp | 3.46%-6.5pp | 7.63%-10.7pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $247 | $2,547-90.3% | $3,402-92.7% | $3,470-92.9% |
| Admin fee / account holder | $0 | $3,007-100.0% | $3,591-100.0% | $4,887-100.0% |