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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 | $39,274 | $68,408-42.6% | $57,196-31.3% | $57,658-31.9% |
| Participation rate | 25.3% | 79.1%-53.9pp | 75.3%-50.1pp | 70.2%-45.0pp |
| Annual return | 5.66% | 8.51%-2.8pp | 14.59%-8.9pp | 5.13%+0.5pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,683-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $995 | $2,903-65.7% | $3,096-67.9% | $3,061-67.5% |
| Admin fee / account holder | $3 | $70-96.3% | $3,141-99.9% | $95-97.3% |