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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 | $135,031 | $91,937+46.9% | $59,899+125.4% | $68,904+96.0% |
| Participation rate | 7.2% | 74.4%-67.3pp | 74.7%-67.5pp | 74.1%-67.0pp |
| Annual return | -0.90% | -3.10%+2.2pp | 3.46%-4.4pp | 1.07%-2.0pp |
| Employer contribution / active EE | $0 | $4,347-100.0% | $2,723-100.0% | $2,540-100.0% |
| Participant deferral / active EE | $235 | $3,817-93.8% | $3,402-93.1% | $4,015-94.1% |
| Admin fee / account holder | $0 | $27-100.0% | $3,592-100.0% | $71-100.0% |