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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 | $72,489 | $65,125+11.3% | $143,797-49.6% | $66,949+8.3% |
| Participation rate | 3.6% | 65.2%-61.6pp | 80.3%-76.7pp | 69.8%-66.2pp |
| Annual return | -16.93% | -11.13%-5.8pp | -0.04%-16.9pp | 1.57%-18.5pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $305 | $2,920-89.5% | $5,638-94.6% | $4,239-92.8% |
| Admin fee / account holder | $0 | $503-100.0% | $14,679-100.0% | $594-100.0% |