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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 | $17,167 | $55,453-69.0% | $170,436-89.9% | $62,293-72.4% |
| Participation rate | 45.4% | 66.4%-21.0pp | 83.6%-38.2pp | 69.5%-24.1pp |
| Annual return | 16.00% | 21.38%-5.4pp | 205.94%-189.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $681 | $2,303-70.4% | $4,939-86.2% | $3,169-78.5% |
| Admin fee / account holder | $67 | $455-85.2% | $13,880-99.5% | $479-86.0% |