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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 | $53,901 | $46,173+16.7% | $170,435-68.4% | $69,631-22.6% |
| Participation rate | 36.0% | 63.9%-27.9pp | 83.6%-47.6pp | 70.7%-34.7pp |
| Annual return | 10.46% | 21.62%-11.2pp | 205.94%-195.5pp | 27571.02%-27560.6pp |
| Employer contribution / active EE | $489 | $1,610-69.6% | $5,432-91.0% | $2,032-75.9% |
| Participant deferral / active EE | $781 | $2,080-62.4% | $4,939-84.2% | $3,224-75.8% |
| Admin fee / account holder | $2 | $116-98.0% | $13,881-100.0% | $110-97.9% |