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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 | $5,661 | $70,002-91.9% | $115,038-95.1% | $52,331-89.2% |
| Participation rate | 28.3% | 72.1%-43.8pp | 81.4%-53.0pp | 68.1%-39.8pp |
| Annual return | -0.21% | 4.04%-4.2pp | 26.14%-26.3pp | 4.54%-4.7pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $407 | $4,920-91.7% | $6,026-93.2% | $3,022-86.5% |
| Admin fee / account holder | $26 | $566-95.4% | $8,175-99.7% | $592-95.6% |