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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 | $134,464 | $79,151+69.9% | $60,906+120.8% | $64,819+107.4% |
| Participation rate | 1.0% | 77.7%-76.7pp | 73.1%-72.1pp | 71.5%-70.5pp |
| Annual return | -9.70% | -7.12%-2.6pp | 16.94%-26.6pp | 32.84%-42.5pp |
| Employer contribution / active EE | $0 | $3,052-100.0% | $2,703-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $13 | $3,727-99.6% | $3,814-99.7% | $4,311-99.7% |
| Admin fee / account holder | $0 | $106-100.0% | $3,227-100.0% | $188-100.0% |