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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 | $20,352 | $43,730-53.5% | $121,220-83.2% | $64,173-68.3% |
| Participation rate | 37.9% | 58.3%-20.4pp | 71.8%-33.8pp | 69.6%-31.6pp |
| Annual return | -6.05% | 68.94%-75.0pp | 16.94%-23.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,031 | $2,281-54.8% | $3,345-69.2% | $3,470-70.3% |
| Admin fee / account holder | $22 | $3,502-99.4% | $5,021-99.6% | $4,887-99.6% |