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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 | $31,876 | $64,909-50.9% | $82,312-61.3% | $62,293-48.8% |
| Participation rate | 54.9% | 74.9%-19.9pp | 76.9%-22.0pp | 69.5%-14.6pp |
| Annual return | 14.35% | 21.18%-6.8pp | 25.88%-11.5pp | 28.90%-14.5pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,221 | $3,103-60.7% | $3,706-67.1% | $3,169-61.5% |
| Admin fee / account holder | $20 | $440-95.5% | $5,608-99.6% | $479-95.9% |