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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 | $70,102 | $64,705+8.3% | $62,929+11.4% | $67,986+3.1% |
| Participation rate | 61.0% | 65.6%-4.6pp | 73.1%-12.1pp | 57.2%+3.8pp |
| Annual return | 10.72% | 20.31%-9.6pp | 1063.93%-1053.2pp | 31.67%-20.9pp |
| Employer contribution / active EE | $1,038 | $2,376-56.3% | $2,505-58.5% | $2,019-48.6% |
| Participant deferral / active EE | $1,670 | $3,198-47.8% | $3,888-57.1% | $3,358-50.3% |
| Admin fee / account holder | $0 | $1,428-100.0% | $5,065-100.0% | $3,203-100.0% |