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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 | $26,257 | $46,877-44.0% | $122,354-78.5% | $70,126-62.6% |
| Participation rate | 46.1% | 58.2%-12.2pp | 71.6%-25.6pp | 69.5%-23.5pp |
| Annual return | 32.76% | 24.22%+8.5pp | 30.28%+2.5pp | 73.15%-40.4pp |
| Employer contribution / active EE | $687 | $1,288-46.7% | $4,051-83.0% | $2,343-70.7% |
| Participant deferral / active EE | $506 | $2,167-76.6% | $3,287-84.6% | $3,332-84.8% |
| Admin fee / account holder | $0 | $3,324-100.0% | $5,479-100.0% | $4,645-100.0% |