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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 | $18,297 | $47,977-61.9% | $154,108-88.1% | $56,289-67.5% |
| Participation rate | 62.7% | 66.2%-3.5pp | 83.0%-20.3pp | 69.9%-7.1pp |
| Annual return | -6.94% | 3.54%-10.5pp | 735.21%-742.1pp | -9.96%+3.0pp |
| Employer contribution / active EE | $862 | $2,169-60.2% | $5,298-83.7% | $2,111-59.2% |
| Participant deferral / active EE | $1,241 | $2,392-48.1% | $5,081-75.6% | $3,350-62.9% |
| Admin fee / account holder | $3 | $438-99.3% | $13,411-100.0% | $521-99.4% |