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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 | $14,409 | $46,732-69.2% | $156,551-90.8% | $55,167-73.9% |
| Participation rate | 52.9% | 65.8%-12.9pp | 84.0%-31.1pp | 69.0%-16.1pp |
| Annual return | -0.62% | 17.72%-18.3pp | 32.23%-32.8pp | 169.23%-169.8pp |
| Employer contribution / active EE | $314 | $2,105-85.1% | $5,501-94.3% | $1,963-84.0% |
| Participant deferral / active EE | $849 | $2,204-61.5% | $4,871-82.6% | $3,054-72.2% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |