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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 | $22,748 | $62,928-63.9% | $172,752-86.8% | $67,579-66.3% |
| Participation rate | 14.6% | 64.5%-49.9pp | 82.6%-68.1pp | 71.3%-56.7pp |
| Annual return | 20.73% | 30.36%-9.6pp | 802.97%-782.2pp | 378.56%-357.8pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $410 | $2,145-80.9% | $5,198-92.1% | $3,539-88.4% |
| Admin fee / account holder | $8 | $167-95.1% | $13,955-99.9% | $142-94.2% |