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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 | $54,667 | $79,124-30.9% | $60,899-10.2% | $64,814-15.7% |
| Participation rate | 28.7% | 77.7%-49.0pp | 73.1%-44.4pp | 71.5%-42.7pp |
| Annual return | -9.07% | -7.13%-1.9pp | 16.92%-26.0pp | 32.84%-41.9pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $2,702-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $904 | $3,725-75.7% | $3,817-76.3% | $4,310-79.0% |
| Admin fee / account holder | $2 | $106-97.8% | $3,225-99.9% | $188-98.8% |