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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 | $14,402 | $46,360-68.9% | $147,617-90.2% | $52,331-72.5% |
| Participation rate | 42.3% | 64.9%-22.6pp | 84.6%-42.3pp | 68.1%-25.8pp |
| Annual return | 0.44% | 1.62%-1.2pp | 61.98%-61.5pp | 4.54%-4.1pp |
| Employer contribution / active EE | $643 | $2,126-69.8% | $5,564-88.4% | $1,882-65.8% |
| Participant deferral / active EE | $572 | $2,258-74.7% | $4,895-88.3% | $3,022-81.1% |
| Admin fee / account holder | $14 | $766-98.1% | $11,612-99.9% | $592-97.6% |