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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 | $44,541 | $65,322-31.8% | $70,476-36.8% | $73,493-39.4% |
| Participation rate | 35.3% | 77.0%-41.6pp | 75.1%-39.7pp | 70.7%-35.4pp |
| Annual return | 8.07% | 15.71%-7.6pp | 109.12%-101.0pp | 28.51%-20.4pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,738-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $939 | $3,375-72.2% | $3,710-74.7% | $3,740-74.9% |
| Admin fee / account holder | $3 | $214-98.5% | $3,847-99.9% | $513-99.4% |