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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 | $65,829 | $38,365+71.6% | $84,628-22.2% | $65,185+1.0% |
| Participation rate | 64.2% | 55.7%+8.5pp | 68.2%-4.1pp | 70.2%-6.0pp |
| Annual return | 8.93% | 32.00%-23.1pp | 258.80%-249.9pp | 29.38%-20.5pp |
| Employer contribution / active EE | $1,243 | $1,258-1.2% | $2,653-53.1% | $2,177-42.9% |
| Participant deferral / active EE | $1,411 | $2,278-38.1% | $3,900-63.8% | $3,514-59.9% |
| Admin fee / account holder | $26 | $451-94.3% | $4,914-99.5% | $847-97.0% |