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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 | $24,539 | $54,541-55.0% | $78,778-68.8% | $70,126-65.0% |
| Participation rate | 32.6% | 60.8%-28.2pp | 69.2%-36.6pp | 69.5%-37.0pp |
| Annual return | 33.33% | 21.07%+12.3pp | 35.62%-2.3pp | 73.15%-39.8pp |
| Employer contribution / active EE | $547 | $1,089-49.8% | $1,986-72.5% | $2,343-76.7% |
| Participant deferral / active EE | $795 | $2,210-64.0% | $2,958-73.1% | $3,332-76.2% |
| Admin fee / account holder | $201 | $3,709-94.6% | $5,134-96.1% | $4,645-95.7% |