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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 | $35,641 | $65,322-45.4% | $70,476-49.4% | $73,493-51.5% |
| Participation rate | 68.0% | 77.0%-8.9pp | 75.1%-7.0pp | 70.7%-2.6pp |
| Annual return | 5.67% | 15.71%-10.0pp | 109.12%-103.4pp | 28.51%-22.8pp |
| Employer contribution / active EE | $1,660 | $2,460-32.5% | $2,738-39.4% | $2,270-26.9% |
| Participant deferral / active EE | $0 | $3,375-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $214-100.0% | $3,847-100.0% | $513-100.0% |