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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 | $22,892 | $52,967-56.8% | $172,753-86.7% | $65,186-64.9% |
| Participation rate | 41.5% | 66.2%-24.7pp | 82.6%-41.2pp | 70.2%-28.7pp |
| Annual return | 21.13% | 30.12%-9.0pp | 803.00%-781.9pp | 29.39%-8.3pp |
| Employer contribution / active EE | $355 | $2,190-83.8% | $5,144-93.1% | $2,177-83.7% |
| Participant deferral / active EE | $616 | $2,471-75.1% | $5,198-88.2% | $3,514-82.5% |
| Admin fee / account holder | $2 | $472-99.5% | $13,956-100.0% | $847-99.7% |