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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 | $29,804 | $55,453-46.3% | $170,439-82.5% | $62,293-52.2% |
| Participation rate | 11.3% | 66.4%-55.1pp | 83.6%-72.3pp | 69.5%-58.2pp |
| Annual return | 15.13% | 21.38%-6.2pp | 205.94%-190.8pp | 28.90%-13.8pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $479 | $2,303-79.2% | $4,939-90.3% | $3,169-84.9% |
| Admin fee / account holder | $19 | $455-95.9% | $13,881-99.9% | $479-96.1% |