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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 | $16,181 | $46,732-65.4% | $156,551-89.7% | $55,167-70.7% |
| Participation rate | 26.9% | 65.8%-38.9pp | 84.0%-57.2pp | 69.0%-42.1pp |
| Annual return | 6.89% | 17.72%-10.8pp | 32.23%-25.3pp | 169.23%-162.3pp |
| Employer contribution / active EE | $411 | $2,105-80.5% | $5,501-92.5% | $1,963-79.1% |
| Participant deferral / active EE | $201 | $2,204-90.9% | $4,871-95.9% | $3,054-93.4% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |