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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 | $22,919 | $47,078-51.3% | $100,671-77.2% | $55,191-58.5% |
| Participation rate | 54.9% | 58.0%-3.1pp | 70.7%-15.8pp | 69.2%-14.2pp |
| Annual return | -0.57% | 0.65%-1.2pp | 20.43%-21.0pp | 10.78%-11.4pp |
| Employer contribution / active EE | $959 | $1,065-10.0% | $4,012-76.1% | $1,899-49.5% |
| Participant deferral / active EE | $0 | $2,038-100.0% | $3,144-100.0% | $3,046-100.0% |
| Admin fee / account holder | $18 | $153-88.1% | $4,850-99.6% | $91-80.0% |