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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 | $61,262 | $68,408-10.4% | $57,196+7.1% | $57,658+6.3% |
| Participation rate | 50.0% | 79.1%-29.1pp | 75.3%-25.3pp | 70.2%-20.2pp |
| Annual return | -1.22% | 8.51%-9.7pp | 14.59%-15.8pp | 5.13%-6.3pp |
| Employer contribution / active EE | $1,290 | $2,869-55.0% | $2,683-51.9% | $1,974-34.6% |
| Participant deferral / active EE | $2,102 | $2,903-27.6% | $3,096-32.1% | $3,061-31.3% |
| Admin fee / account holder | $12 | $70-82.7% | $3,141-99.6% | $95-87.3% |