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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 | $143,463 | $95,445+50.3% | $60,906+135.5% | $78,104+83.7% |
| Participation rate | 3.5% | 72.5%-69.0pp | 73.1%-69.6pp | 74.5%-71.0pp |
| Annual return | -9.38% | -12.21%+2.8pp | 16.94%-26.3pp | 10.90%-20.3pp |
| Employer contribution / active EE | $0 | $3,900-100.0% | $2,703-100.0% | $3,128-100.0% |
| Participant deferral / active EE | $134 | $4,558-97.1% | $3,814-96.5% | $5,089-97.4% |
| Admin fee / account holder | $0 | $46-100.0% | $3,227-100.0% | $79-100.0% |