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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 | $78,355 | $37,196+110.7% | $154,108-49.2% | $55,725+40.6% |
| Participation rate | 9.1% | 64.1%-55.0pp | 83.0%-74.0pp | 70.9%-61.8pp |
| Annual return | -5.27% | 1319.68%-1324.9pp | 735.21%-740.5pp | 244.93%-250.2pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $245 | $2,068-88.1% | $5,081-95.2% | $3,356-92.7% |
| Admin fee / account holder | $2 | $102-97.7% | $13,411-100.0% | $115-98.0% |