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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $0 | $63,905-100.0% | $74,184-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 79.8%-79.8pp | 76.6%-76.6pp | 70.2%-70.2pp |
| Annual return | 6.98% | 60.60%-53.6pp | 17.74%-10.8pp | 5.13%+1.8pp |
| Employer contribution / active EE | $16 | $1,840-99.2% | $2,370-99.3% | $1,974-99.2% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $5,586-100.0% | $95-100.0% |