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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 | $33,004 | $95,542-65.5% | $69,483-52.5% | $67,582-51.2% |
| Participation rate | 16.7% | 79.4%-62.6pp | 74.6%-57.9pp | 71.3%-54.5pp |
| Annual return | 16.76% | 17.67%-0.9pp | 28.99%-12.2pp | 378.57%-361.8pp |
| Employer contribution / active EE | $0 | $2,989-100.0% | $2,780-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $552 | $3,263-83.1% | $3,537-84.4% | $3,539-84.4% |
| Admin fee / account holder | $0 | $90-100.0% | $3,841-100.0% | $142-100.0% |