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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,025 | $84,236-96.4% | $170,439-98.2% | $70,124-95.7% |
| Participation rate | 60.8% | 70.8%-10.0pp | 83.6%-22.8pp | 69.5%-8.7pp |
| Annual return | 16.48% | 23.06%-6.6pp | 205.94%-189.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $430 | $3,387-87.3% | $5,433-92.1% | $2,342-81.6% |
| Participant deferral / active EE | $543 | $3,086-82.4% | $4,939-89.0% | $3,332-83.7% |
| Admin fee / account holder | $35 | $5,698-99.4% | $13,881-99.7% | $4,645-99.2% |