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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 | $76,970 | $57,976+32.8% | $63,018+22.1% | $62,293+23.6% |
| Participation rate | 65.7% | 75.9%-10.3pp | 74.8%-9.1pp | 69.5%-3.9pp |
| Annual return | 14.62% | 17.54%-2.9pp | 87.62%-73.0pp | 28.90%-14.3pp |
| Employer contribution / active EE | $2,907 | $2,415+20.4% | $2,761+5.3% | $2,042+42.3% |
| Participant deferral / active EE | $1,025 | $2,956-65.3% | $3,330-69.2% | $3,169-67.7% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |