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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $16,253 | $85,169-80.9% | $172,755-90.6% | $72,983-77.7% |
| Participation rate | 49.0% | 70.1%-21.1pp | 82.6%-33.7pp | 69.5%-20.5pp |
| Annual return | 20.05% | 27.32%-7.3pp | 802.94%-782.9pp | 81.01%-61.0pp |
| Employer contribution / active EE | $304 | $3,324-90.9% | $5,144-94.1% | $2,440-87.5% |
| Participant deferral / active EE | $902 | $3,260-72.3% | $5,198-82.7% | $3,608-75.0% |
| Admin fee / account holder | $62 | $5,880-98.9% | $13,955-99.6% | $5,124-98.8% |