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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 | $71,638 | $50,464+42.0% | $75,784-5.5% | $52,331+36.9% |
| Participation rate | 55.7% | 66.8%-11.1pp | 75.8%-20.2pp | 68.1%-12.5pp |
| Annual return | 1.11% | 1.03%+0.1pp | 9.68%-8.6pp | 4.54%-3.4pp |
| Employer contribution / active EE | $268 | $1,988-86.5% | $3,323-91.9% | $1,882-85.8% |
| Participant deferral / active EE | $2,044 | $2,570-20.5% | $3,652-44.0% | $3,022-32.4% |
| Admin fee / account holder | $14 | $1,103-98.8% | $5,300-99.7% | $592-97.7% |