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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 | $23,364 | $60,795-61.6% | $69,461-66.4% | $65,185-64.2% |
| Participation rate | 7.8% | 74.9%-67.1pp | 74.6%-66.9pp | 70.2%-62.4pp |
| Annual return | 16.43% | 17.46%-1.0pp | 28.97%-12.5pp | 29.38%-13.0pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $165 | $3,162-94.8% | $3,536-95.3% | $3,514-95.3% |
| Admin fee / account holder | $0 | $314-100.0% | $3,840-100.0% | $847-100.0% |