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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 | $56,037 | $45,082+24.3% | $69,464-19.3% | $72,975-23.2% |
| Participation rate | 69.1% | 68.5%+0.7pp | 74.6%-5.5pp | 69.5%-0.3pp |
| Annual return | 5.49% | 22.66%-17.2pp | 28.98%-23.5pp | 81.01%-75.5pp |
| Employer contribution / active EE | $1,347 | $2,055-34.5% | $2,779-51.5% | $2,440-44.8% |
| Participant deferral / active EE | $1,908 | $2,604-26.7% | $3,536-46.0% | $3,608-47.1% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,840-100.0% | $5,124-100.0% |