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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 | $27,337 | $68,408-60.0% | $57,196-52.2% | $57,658-52.6% |
| Participation rate | 50.0% | 79.1%-29.1pp | 75.3%-25.3pp | 70.2%-20.2pp |
| Annual return | 5.98% | 8.51%-2.5pp | 14.59%-8.6pp | 5.13%+0.9pp |
| Employer contribution / active EE | $1,014 | $2,869-64.6% | $2,683-62.2% | $1,974-48.6% |
| Participant deferral / active EE | $1,057 | $2,903-63.6% | $3,096-65.9% | $3,061-65.5% |
| Admin fee / account holder | $2 | $70-97.8% | $3,141-100.0% | $95-98.4% |