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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 | $57,485 | $46,100+24.7% | $86,581-33.6% | $69,631-17.4% |
| Participation rate | 17.2% | 67.2%-50.0pp | 73.5%-56.4pp | 70.7%-53.5pp |
| Annual return | 10.39% | 21.02%-10.6pp | 965.06%-954.7pp | 27571.02%-27560.6pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $2,840-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $614 | $2,432-74.8% | $3,609-83.0% | $3,224-81.0% |
| Admin fee / account holder | $0 | $94-100.0% | $4,904-100.0% | $110-100.0% |