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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 | $12,549 | $50,666-75.2% | $76,667-83.6% | $65,186-80.7% |
| Participation rate | 24.8% | 68.8%-44.0pp | 72.1%-47.3pp | 70.2%-45.4pp |
| Annual return | 20.70% | 28.51%-7.8pp | 1166.74%-1146.0pp | 29.39%-8.7pp |
| Employer contribution / active EE | $0 | $1,575-100.0% | $2,303-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,766 | $2,647-33.3% | $3,336-47.0% | $3,514-49.7% |
| Admin fee / account holder | $50 | $463-89.2% | $6,423-99.2% | $847-94.1% |