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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 | $124,091 | $46,297+168.0% | $71,671+73.1% | $62,293+99.2% |
| Participation rate | 63.1% | 60.6%+2.5pp | 68.7%-5.6pp | 69.5%-6.4pp |
| Annual return | 12.28% | 22.32%-10.0pp | 20.65%-8.4pp | 28.90%-16.6pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $8,863 | $2,235+296.5% | $3,438+157.8% | $3,169+179.7% |
| Admin fee / account holder | $6 | $461-98.6% | $5,558-99.9% | $479-98.7% |