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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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $267,638 | $70,083+281.9% | $59,899+346.8% | $55,725+380.3% |
| Participation rate | 2.0% | 78.4%-76.3pp | 74.7%-72.7pp | 70.9%-68.8pp |
| Annual return | -3.12% | 3.13%-6.2pp | 3.46%-6.6pp | 244.93%-248.1pp |
| Employer contribution / active EE | $0 | $2,878-100.0% | $2,723-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $200 | $3,079-93.5% | $3,402-94.1% | $3,356-94.0% |
| Admin fee / account holder | $0 | $70-100.0% | $3,592-100.0% | $115-100.0% |