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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 | $27,123 | $67,166-59.6% | $57,356-52.7% | $55,191-50.9% |
| Participation rate | 47.7% | 77.7%-30.0pp | 75.1%-27.4pp | 69.2%-21.5pp |
| Annual return | 4.92% | 4.22%+0.7pp | 24.41%-19.5pp | 10.78%-5.9pp |
| Employer contribution / active EE | $1,040 | $2,812-63.0% | $2,689-61.3% | $1,899-45.2% |
| Participant deferral / active EE | $1,108 | $2,835-60.9% | $3,162-65.0% | $3,046-63.6% |
| Admin fee / account holder | $5 | $44-87.6% | $3,357-99.8% | $91-94.1% |