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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 | $15,665 | $58,344-73.2% | $98,477-84.1% | $86,813-82.0% |
| Participation rate | 44.0% | 68.4%-24.3pp | 73.3%-29.3pp | 72.3%-28.2pp |
| Annual return | 25.93% | 43.47%-17.5pp | 1493.59%-1467.7pp | 97.93%-72.0pp |
| Employer contribution / active EE | $543 | $2,008-72.9% | $2,961-81.6% | $2,406-77.4% |
| Participant deferral / active EE | $306 | $3,156-90.3% | $4,276-92.8% | $4,131-92.6% |
| Admin fee / account holder | $0 | $138-100.0% | $5,951-100.0% | $170-100.0% |