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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 | $33,149 | $52,331-36.7% | $40,757-18.7% | $52,331-36.7% |
| Participation rate | 63.0% | 68.1%-5.1pp | 79.3%-16.2pp | 68.1%-5.1pp |
| Annual return | -1.89% | 4.54%-6.4pp | -0.50%-1.4pp | 4.54%-6.4pp |
| Employer contribution / active EE | $0 | $1,882-100.0% | $3,004-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,697 | $3,022-10.8% | $3,485-22.6% | $3,022-10.8% |
| Admin fee / account holder | $222 | $592-62.4% | $4,272-94.8% | $592-62.4% |