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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 | $31,767 | $75,183-57.7% | $123,894-74.4% | $55,167-42.4% |
| Participation rate | 35.7% | 72.8%-37.2pp | 81.4%-45.8pp | 69.0%-33.3pp |
| Annual return | 13.70% | 19.01%-5.3pp | 47.52%-33.8pp | 169.23%-155.5pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,673 | $5,084-67.1% | $5,984-72.1% | $3,054-45.2% |
| Admin fee / account holder | $1 | $663-99.9% | $8,357-100.0% | $504-99.9% |