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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 | $31,066 | $65,376-52.5% | $87,104-64.3% | $65,185-52.3% |
| Participation rate | 51.6% | 75.3%-23.8pp | 76.9%-25.3pp | 70.2%-18.6pp |
| Annual return | 18.95% | 31.27%-12.3pp | 28.19%-9.2pp | 29.38%-10.4pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,064 | $3,388-68.6% | $4,048-73.7% | $3,514-69.7% |
| Admin fee / account holder | $12 | $520-97.6% | $7,491-99.8% | $847-98.5% |