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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 | $26,188 | $52,961-50.6% | $172,752-84.8% | $65,185-59.8% |
| Participation rate | 46.9% | 66.2%-19.3pp | 82.6%-35.7pp | 70.2%-23.3pp |
| Annual return | 7.83% | 30.12%-22.3pp | 802.97%-795.1pp | 29.38%-21.6pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,367 | $2,471-44.7% | $5,198-73.7% | $3,514-61.1% |
| Admin fee / account holder | $8 | $472-98.2% | $13,955-99.9% | $847-99.0% |