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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 | $26,143 | $47,977-45.5% | $154,114-83.0% | $56,287-53.6% |
| Participation rate | 4.1% | 66.2%-62.1pp | 83.0%-78.9pp | 69.9%-65.7pp |
| Annual return | 1.34% | 3.54%-2.2pp | 735.16%-733.8pp | -9.96%+11.3pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $153 | $2,392-93.6% | $5,081-97.0% | $3,350-95.4% |
| Admin fee / account holder | $14 | $438-96.7% | $13,411-99.9% | $521-97.2% |