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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 | $56,942 | $43,999+29.4% | $79,466-28.3% | $55,725+2.2% |
| Participation rate | 19.3% | 66.9%-47.6pp | 73.3%-54.0pp | 70.9%-51.5pp |
| Annual return | 7.91% | 1.81%+6.1pp | 718.28%-710.4pp | 244.93%-237.0pp |
| Employer contribution / active EE | $0 | $1,830-100.0% | $2,800-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $636 | $2,538-74.9% | $3,704-82.8% | $3,356-81.0% |
| Admin fee / account holder | $2 | $118-98.3% | $5,104-100.0% | $115-98.3% |