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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 | $12,405 | $23,385-47.0% | $69,182-82.1% | $57,658-78.5% |
| Participation rate | 56.0% | 37.9%+18.1pp | 55.1%+0.9pp | 70.2%-14.2pp |
| Annual return | 4.59% | -659.34%+663.9pp | -21.93%+26.5pp | 5.13%-0.5pp |
| Employer contribution / active EE | $478 | $422+13.3% | $1,206-60.3% | $1,974-75.8% |
| Participant deferral / active EE | $699 | $843-17.0% | $1,897-63.1% | $3,061-77.1% |
| Admin fee / account holder | $0 | $82-100.0% | $2,697-100.0% | $95-100.0% |