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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $38,514 | $48,078-19.9% | $78,676-51.0% | $62,881-38.8% |
| Participation rate | 45.5% | 65.2%-19.8pp | 73.6%-28.1pp | 69.3%-23.9pp |
| Annual return | 8.13% | 31.36%-23.2pp | 62.19%-54.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,080 | $2,587+19.0% | $3,517-12.4% | $3,203-3.8% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |