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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 | $34,406 | $52,967-35.0% | $172,753-80.1% | $65,186-47.2% |
| Participation rate | 57.7% | 66.2%-8.5pp | 82.6%-25.0pp | 70.2%-12.5pp |
| Annual return | 21.29% | 30.12%-8.8pp | 803.00%-781.7pp | 29.39%-8.1pp |
| Employer contribution / active EE | $1,718 | $2,190-21.6% | $5,144-66.6% | $2,177-21.1% |
| Participant deferral / active EE | $352 | $2,471-85.7% | $5,198-93.2% | $3,514-90.0% |
| Admin fee / account holder | $5 | $472-99.0% | $13,956-100.0% | $847-99.5% |