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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 | $98,150 | $58,895+66.7% | $178,503-45.0% | $73,497+33.5% |
| Participation rate | 2.6% | 66.2%-63.6pp | 81.9%-79.3pp | 70.7%-68.1pp |
| Annual return | 13.48% | 24.86%-11.4pp | 151.12%-137.6pp | 28.51%-15.0pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $168 | $2,567-93.5% | $5,202-96.8% | $3,740-95.5% |
| Admin fee / account holder | $0 | $400-100.0% | $13,987-100.0% | $513-100.0% |