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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 | $20,694 | $52,293-60.4% | $178,499-88.4% | $73,412-71.8% |
| Participation rate | 53.5% | 65.3%-11.8pp | 81.9%-28.4pp | 72.2%-18.6pp |
| Annual return | 4.14% | 34.75%-30.6pp | 151.10%-147.0pp | 59.30%-55.2pp |
| Employer contribution / active EE | $327 | $1,735-81.1% | $5,011-93.5% | $2,234-85.3% |
| Participant deferral / active EE | $1,371 | $2,332-41.2% | $5,202-73.6% | $3,806-64.0% |
| Admin fee / account holder | $0 | $127-100.0% | $13,986-100.0% | $158-100.0% |