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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 | $14,770 | $54,590-72.9% | $81,726-81.9% | $73,497-79.9% |
| Participation rate | 25.9% | 68.3%-42.4pp | 72.0%-46.1pp | 70.7%-44.8pp |
| Annual return | 17.84% | 17.74%+0.1pp | 29.49%-11.7pp | 28.51%-10.7pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $4,311-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,221 | $2,759-55.7% | $7,108-82.8% | $3,740-67.3% |
| Admin fee / account holder | $15 | $592-97.4% | $5,160-99.7% | $513-97.0% |