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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 | $15,922 | $55,453-71.3% | $170,435-90.7% | $62,293-74.4% |
| Participation rate | 31.0% | 66.4%-35.4pp | 83.6%-52.6pp | 69.5%-38.5pp |
| Annual return | 13.76% | 21.38%-7.6pp | 205.94%-192.2pp | 28.90%-15.1pp |
| Employer contribution / active EE | $313 | $2,164-85.6% | $5,432-94.2% | $2,042-84.7% |
| Participant deferral / active EE | $572 | $2,303-75.2% | $4,939-88.4% | $3,169-82.0% |
| Admin fee / account holder | $91 | $455-80.0% | $13,881-99.3% | $479-81.0% |