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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 | $39,473 | $52,467-24.8% | $57,196-31.0% | $55,167-28.4% |
| Participation rate | 53.8% | 75.8%-22.0pp | 75.3%-21.5pp | 69.0%-15.1pp |
| Annual return | -1.31% | 7.72%-9.0pp | 14.59%-15.9pp | 169.23%-170.5pp |
| Employer contribution / active EE | $1,435 | $2,477-42.1% | $2,683-46.5% | $1,963-26.9% |
| Participant deferral / active EE | $2,233 | $2,830-21.1% | $3,096-27.9% | $3,054-26.9% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |