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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 | $16,219 | $37,117-56.3% | $147,617-89.0% | $55,191-70.6% |
| Participation rate | 14.4% | 63.6%-49.2pp | 84.6%-70.2pp | 69.2%-54.8pp |
| Annual return | 5.50% | 3.44%+2.1pp | 61.98%-56.5pp | 10.78%-5.3pp |
| Employer contribution / active EE | $289 | $1,620-82.1% | $5,564-94.8% | $1,899-84.8% |
| Participant deferral / active EE | $265 | $1,985-86.7% | $4,895-94.6% | $3,046-91.3% |
| Admin fee / account holder | $0 | $86-100.0% | $11,612-100.0% | $91-100.0% |