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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 | $26,956 | $52,467-48.6% | $57,196-52.9% | $55,167-51.1% |
| Participation rate | 17.1% | 75.8%-58.8pp | 75.3%-58.2pp | 69.0%-51.9pp |
| Annual return | 6.05% | 7.72%-1.7pp | 14.59%-8.5pp | 169.23%-163.2pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $371 | $2,830-86.9% | $3,096-88.0% | $3,054-87.9% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |