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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 | $35,190 | $45,050-21.9% | $63,018-44.2% | $70,126-49.8% |
| Participation rate | 69.9% | 69.5%+0.4pp | 74.8%-4.9pp | 69.5%+0.3pp |
| Annual return | 15.37% | 18.76%-3.4pp | 87.62%-72.2pp | 73.15%-57.8pp |
| Employer contribution / active EE | $4,452 | $2,052+117.0% | $2,761+61.3% | $2,343+90.0% |
| Participant deferral / active EE | $5 | $2,466-99.8% | $3,330-99.8% | $3,332-99.8% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |