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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $67,535 | $94,833-28.8% | $75,714-10.8% | $86,821-22.2% |
| Participation rate | 65.8% | 79.1%-13.3pp | 74.8%-9.0pp | 72.3%-6.5pp |
| Annual return | 18.01% | 16.91%+1.1pp | 104.62%-86.6pp | 97.94%-79.9pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,744-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $2,023 | $3,632-44.3% | $3,820-47.0% | $4,132-51.0% |
| Admin fee / account holder | $4 | $109-96.7% | $3,619-99.9% | $170-97.9% |