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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 | $28,431 | $47,977-40.7% | $154,108-81.6% | $56,289-49.5% |
| Participation rate | 64.3% | 66.2%-1.9pp | 83.0%-18.8pp | 69.9%-5.6pp |
| Annual return | -6.59% | 3.54%-10.1pp | 735.21%-741.8pp | -9.96%+3.4pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $651 | $2,392-72.8% | $5,081-87.2% | $3,350-80.6% |
| Admin fee / account holder | $220 | $438-49.8% | $13,411-98.4% | $521-57.7% |