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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 | $48,919 | $45,602+7.3% | $117,533-58.4% | $66,938-26.9% |
| Participation rate | 67.8% | 57.6%+10.2pp | 70.6%-2.8pp | 69.8%-2.0pp |
| Annual return | -18.77% | -16.74%-2.0pp | 29.77%-48.5pp | 1.58%-20.3pp |
| Employer contribution / active EE | $2,268 | $1,579+43.7% | $4,179-45.7% | $2,545-10.9% |
| Participant deferral / active EE | $3,449 | $2,845+21.2% | $4,072-15.3% | $4,238-18.6% |
| Admin fee / account holder | $0 | $661-100.0% | $5,647-100.0% | $594-100.0% |