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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $29,940 | $52,961-43.5% | $172,755-82.7% | $65,185-54.1% |
| Participation rate | 59.7% | 66.2%-6.5pp | 82.6%-22.9pp | 70.2%-10.5pp |
| Annual return | 10.18% | 30.12%-19.9pp | 802.94%-792.8pp | 29.38%-19.2pp |
| Employer contribution / active EE | $1,391 | $2,190-36.5% | $5,144-73.0% | $2,177-36.1% |
| Participant deferral / active EE | $1,678 | $2,471-32.1% | $5,198-67.7% | $3,514-52.3% |
| Admin fee / account holder | $31 | $472-93.5% | $13,955-99.8% | $847-96.4% |