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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 | $37,809 | $52,293-27.7% | $178,503-78.8% | $73,412-48.5% |
| Participation rate | 58.8% | 65.3%-6.5pp | 81.9%-23.1pp | 72.2%-13.4pp |
| Annual return | 15.97% | 34.75%-18.8pp | 151.12%-135.2pp | 59.30%-43.3pp |
| Employer contribution / active EE | $1,686 | $1,736-2.9% | $5,011-66.4% | $2,234-24.5% |
| Participant deferral / active EE | $336 | $2,333-85.6% | $5,202-93.5% | $3,806-91.2% |
| Admin fee / account holder | $6 | $127-95.4% | $13,987-100.0% | $158-96.3% |