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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 | $43,862 | $67,166-34.7% | $57,356-23.5% | $55,191-20.5% |
| Participation rate | 45.7% | 77.7%-32.0pp | 75.1%-29.4pp | 69.2%-23.5pp |
| Annual return | -1.62% | 4.22%-5.8pp | 24.41%-26.0pp | 10.78%-12.4pp |
| Employer contribution / active EE | $954 | $2,812-66.1% | $2,689-64.5% | $1,899-49.8% |
| Participant deferral / active EE | $1,988 | $2,835-29.9% | $3,162-37.1% | $3,046-34.7% |
| Admin fee / account holder | $0 | $44-100.0% | $3,357-100.0% | $91-100.0% |