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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 | $18,505 | $52,293-64.6% | $178,498-89.6% | $73,412-74.8% |
| Participation rate | 68.5% | 65.3%+3.2pp | 81.9%-13.4pp | 72.2%-3.6pp |
| Annual return | -5.83% | 34.75%-40.6pp | 151.09%-156.9pp | 59.30%-65.1pp |
| Employer contribution / active EE | $893 | $1,735-48.5% | $5,011-82.2% | $2,234-60.0% |
| Participant deferral / active EE | $1,677 | $2,332-28.1% | $5,202-67.8% | $3,806-55.9% |
| Admin fee / account holder | $11 | $127-91.1% | $13,985-99.9% | $158-92.8% |