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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 | $64,632 | $57,976+11.5% | $63,005+2.6% | $62,293+3.8% |
| Participation rate | 45.0% | 75.9%-31.0pp | 74.8%-29.8pp | 69.5%-24.5pp |
| Annual return | 10.12% | 17.54%-7.4pp | 87.59%-77.5pp | 28.90%-18.8pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,760-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,794 | $2,956-39.3% | $3,329-46.1% | $3,169-43.4% |
| Admin fee / account holder | $6 | $276-97.9% | $3,599-99.8% | $479-98.8% |