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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 | $37,424 | $46,732-19.9% | $156,551-76.1% | $55,167-32.2% |
| Participation rate | 26.1% | 65.8%-39.7pp | 84.0%-58.0pp | 69.0%-42.9pp |
| Annual return | -1.60% | 17.72%-19.3pp | 32.23%-33.8pp | 169.23%-170.8pp |
| Employer contribution / active EE | $283 | $2,105-86.5% | $5,501-94.8% | $1,963-85.6% |
| Participant deferral / active EE | $1,076 | $2,204-51.2% | $4,871-77.9% | $3,054-64.8% |
| Admin fee / account holder | $69 | $418-83.6% | $13,028-99.5% | $504-86.4% |