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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,205 | $37,117-75.2% | $147,617-93.8% | $55,191-83.3% |
| Participation rate | 40.6% | 63.6%-23.0pp | 84.6%-44.0pp | 69.2%-28.5pp |
| Annual return | -0.72% | 3.44%-4.2pp | 61.98%-62.7pp | 10.78%-11.5pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $592 | $1,985-70.2% | $4,895-87.9% | $3,046-80.6% |
| Admin fee / account holder | $22 | $86-73.8% | $11,612-99.8% | $91-75.4% |