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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 | $51,003 | $65,437-22.1% | $86,698-41.2% | $66,949-23.8% |
| Participation rate | 42.6% | 75.5%-32.8pp | 76.6%-34.0pp | 69.8%-27.2pp |
| Annual return | -22.56% | -10.91%-11.6pp | 35.96%-58.5pp | 1.57%-24.1pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,754 | $4,102-32.9% | $4,656-40.9% | $4,239-35.0% |
| Admin fee / account holder | $58 | $642-90.9% | $7,492-99.2% | $594-90.2% |