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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 | $37,882 | $70,083-45.9% | $59,887-36.7% | $55,725-32.0% |
| Participation rate | 24.9% | 78.4%-53.5pp | 74.7%-49.8pp | 70.9%-45.9pp |
| Annual return | 7.53% | 3.13%+4.4pp | 3.46%+4.1pp | 244.93%-237.4pp |
| Employer contribution / active EE | $0 | $2,878-100.0% | $2,722-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $961 | $3,079-68.8% | $3,402-71.8% | $3,356-71.4% |
| Admin fee / account holder | $7 | $70-90.7% | $3,591-99.8% | $115-94.3% |