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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 | $151,664 | $47,922+216.5% | $75,900+99.8% | $65,186+132.7% |
| Participation rate | 65.3% | 63.0%+2.3pp | 69.3%-4.0pp | 70.2%-4.9pp |
| Annual return | 17.33% | 24.12%-6.8pp | 30.73%-13.4pp | 29.39%-12.1pp |
| Employer contribution / active EE | $0 | $1,557-100.0% | $2,501-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7,725 | $2,550+202.9% | $3,604+114.4% | $3,514+119.8% |
| Admin fee / account holder | $59 | $532-88.9% | $5,421-98.9% | $847-93.0% |