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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 | $15,335 | $67,166-77.2% | $57,356-73.3% | $55,191-72.2% |
| Participation rate | 34.3% | 77.7%-43.4pp | 75.1%-40.8pp | 69.2%-34.8pp |
| Annual return | 1.13% | 4.22%-3.1pp | 24.41%-23.3pp | 10.78%-9.6pp |
| Employer contribution / active EE | $0 | $2,812-100.0% | $2,689-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $973 | $2,835-65.7% | $3,162-69.2% | $3,046-68.1% |
| Admin fee / account holder | $0 | $44-100.0% | $3,357-100.0% | $91-100.0% |