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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 | $17,335 | $70,083-75.3% | $59,899-71.1% | $55,725-68.9% |
| Participation rate | 22.4% | 78.4%-56.0pp | 74.7%-52.3pp | 70.9%-48.5pp |
| Annual return | -4.08% | 3.13%-7.2pp | 3.46%-7.5pp | 244.93%-249.0pp |
| Employer contribution / active EE | $0 | $2,878-100.0% | $2,723-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $876 | $3,079-71.5% | $3,402-74.3% | $3,356-73.9% |
| Admin fee / account holder | $0 | $70-100.0% | $3,592-100.0% | $115-100.0% |