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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 | $41,432 | $35,485+16.8% | $74,551-44.4% | $55,725-25.6% |
| Participation rate | 65.5% | 62.5%+2.9pp | 69.1%-3.7pp | 70.9%-5.4pp |
| Annual return | -6.08% | 0.72%-6.8pp | 32.53%-38.6pp | 244.93%-251.0pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $938 | $2,181-57.0% | $3,108-69.8% | $3,356-72.0% |
| Admin fee / account holder | $126 | $114+9.9% | $5,059-97.5% | $115+9.1% |