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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 | $46,195 | $37,134+24.4% | $100,671-54.1% | $52,331-11.7% |
| Participation rate | 32.9% | 57.7%-24.7pp | 70.7%-37.8pp | 68.1%-35.2pp |
| Annual return | 0.55% | 0.10%+0.4pp | 20.43%-19.9pp | 4.54%-4.0pp |
| Employer contribution / active EE | $0 | $1,187-100.0% | $4,012-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,207 | $2,163-44.2% | $3,144-61.6% | $3,022-60.0% |
| Admin fee / account holder | $4 | $467-99.1% | $4,850-99.9% | $592-99.3% |