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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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,616 | $95,415-57.4% | $185,851-78.1% | $85,851-52.7% |
| Participation rate | 31.1% | 68.8%-37.7pp | 81.7%-50.6pp | 69.3%-38.2pp |
| Annual return | 10.09% | 23.59%-13.5pp | 122.11%-112.0pp | 318.63%-308.5pp |
| Employer contribution / active EE | $572 | $3,314-82.7% | $5,168-88.9% | $2,565-77.7% |
| Participant deferral / active EE | $1,833 | $3,424-46.5% | $5,569-67.1% | $3,952-53.6% |
| Admin fee / account holder | $0 | $7,215-100.0% | $16,245-100.0% | $6,261-100.0% |