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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 | $22,573 | $46,732-51.7% | $156,551-85.6% | $55,167-59.1% |
| Participation rate | 14.0% | 65.8%-51.8pp | 84.0%-70.0pp | 69.0%-55.0pp |
| Annual return | -7.61% | 17.72%-25.3pp | 32.23%-39.8pp | 169.23%-176.8pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $941 | $2,204-57.3% | $4,871-80.7% | $3,054-69.2% |
| Admin fee / account holder | $9 | $418-97.9% | $13,028-99.9% | $504-98.3% |