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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 | $28,708 | $51,466-44.2% | $78,778-63.6% | $62,293-53.9% |
| Participation rate | 57.0% | 59.8%-2.8pp | 69.2%-12.2pp | 69.5%-12.5pp |
| Annual return | 8.19% | 19.96%-11.8pp | 35.62%-27.4pp | 28.90%-20.7pp |
| Employer contribution / active EE | $723 | $827-12.6% | $1,986-63.6% | $2,042-64.6% |
| Participant deferral / active EE | $1,662 | $2,147-22.6% | $2,958-43.8% | $3,169-47.6% |
| Admin fee / account holder | $132 | $489-73.0% | $5,134-97.4% | $479-72.4% |