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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 | $96,603 | $62,928+53.5% | $172,753-44.1% | $67,582+42.9% |
| Participation rate | 9.8% | 64.5%-54.7pp | 82.6%-72.8pp | 71.3%-61.5pp |
| Annual return | 24.74% | 30.36%-5.6pp | 803.00%-778.3pp | 378.57%-353.8pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $280 | $2,145-86.9% | $5,198-94.6% | $3,539-92.1% |
| Admin fee / account holder | $132 | $167-20.8% | $13,956-99.1% | $142-7.3% |