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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 | $37,618 | $42,772-12.1% | $87,502-57.0% | $55,167-31.8% |
| Participation rate | 50.0% | 66.5%-16.5pp | 73.8%-23.8pp | 69.0%-19.0pp |
| Annual return | 10.62% | 21.20%-10.6pp | 12.21%-1.6pp | 169.23%-158.6pp |
| Employer contribution / active EE | $263 | $1,277-79.4% | $2,550-89.7% | $1,963-86.6% |
| Participant deferral / active EE | $793 | $2,342-66.2% | $3,149-74.8% | $3,054-74.0% |
| Admin fee / account holder | $26 | $461-94.4% | $4,221-99.4% | $504-94.9% |