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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 | $29,087 | $99,957-70.9% | $149,745-80.6% | $73,497-60.4% |
| Participation rate | 5.3% | 75.7%-70.4pp | 82.5%-77.2pp | 70.7%-65.4pp |
| Annual return | 177.80% | 53.87%+123.9pp | 276.72%-98.9pp | 28.51%+149.3pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,646-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $651 | $6,073-89.3% | $6,843-90.5% | $3,740-82.6% |
| Admin fee / account holder | $27 | $551-95.1% | $9,312-99.7% | $513-94.7% |