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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 | $55,100 | $38,969+41.4% | $109,313-49.6% | $55,167-0.1% |
| Participation rate | 34.4% | 58.2%-23.9pp | 71.3%-36.9pp | 69.0%-34.6pp |
| Annual return | 6.02% | 8.26%-2.2pp | 22.07%-16.0pp | 169.23%-163.2pp |
| Employer contribution / active EE | $0 | $1,227-100.0% | $3,892-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,301 | $2,176-40.2% | $3,166-58.9% | $3,054-57.4% |
| Admin fee / account holder | $5 | $501-99.0% | $5,666-99.9% | $504-99.0% |