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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 | $27,625 | $47,977-42.4% | $154,108-82.1% | $56,289-50.9% |
| Participation rate | 60.8% | 66.2%-5.3pp | 83.0%-22.2pp | 69.9%-9.0pp |
| Annual return | -4.76% | 3.54%-8.3pp | 735.21%-740.0pp | -9.96%+5.2pp |
| Employer contribution / active EE | $2,110 | $2,169-2.7% | $5,298-60.2% | $2,111-0.1% |
| Participant deferral / active EE | $287 | $2,392-88.0% | $5,081-94.3% | $3,350-91.4% |
| Admin fee / account holder | $9 | $438-97.9% | $13,411-99.9% | $521-98.2% |