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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 | $13,787 | $38,925-64.6% | $73,836-81.3% | $55,191-75.0% |
| Participation rate | 41.2% | 66.0%-24.8pp | 73.4%-32.2pp | 69.2%-28.0pp |
| Annual return | 1.27% | 6.31%-5.0pp | 2268.06%-2266.8pp | 10.78%-9.5pp |
| Employer contribution / active EE | $302 | $1,695-82.2% | $2,787-89.2% | $1,899-84.1% |
| Participant deferral / active EE | $486 | $2,351-79.3% | $3,583-86.4% | $3,046-84.0% |
| Admin fee / account holder | $0 | $83-100.0% | $4,882-100.0% | $91-100.0% |