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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 | $118,069 | $98,780+19.5% | $60,919+93.8% | $77,906+51.6% |
| Participation rate | 2.2% | 76.7%-74.5pp | 73.1%-70.9pp | 73.7%-71.5pp |
| Annual return | -7.42% | -11.56%+4.1pp | 16.96%-24.4pp | 12.16%-19.6pp |
| Employer contribution / active EE | $0 | $3,605-100.0% | $2,704-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $40 | $4,200-99.0% | $3,814-98.9% | $4,805-99.2% |
| Admin fee / account holder | $0 | $89-100.0% | $3,228-100.0% | $133-100.0% |