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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 | $9,564 | $50,385-81.0% | $75,501-87.3% | $62,293-84.6% |
| Participation rate | 18.9% | 67.7%-48.8pp | 72.4%-53.5pp | 69.5%-50.6pp |
| Annual return | 17.76% | 19.90%-2.1pp | 27.35%-9.6pp | 28.90%-11.1pp |
| Employer contribution / active EE | $0 | $1,537-100.0% | $2,352-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $918 | $2,445-62.4% | $3,142-70.8% | $3,169-71.0% |
| Admin fee / account holder | $10 | $384-97.4% | $5,801-99.8% | $479-97.9% |