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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 | $10,362 | $46,173-77.6% | $170,435-93.9% | $69,631-85.1% |
| Participation rate | 22.2% | 63.9%-41.7pp | 83.6%-61.4pp | 70.7%-48.5pp |
| Annual return | 14.04% | 21.62%-7.6pp | 205.94%-191.9pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $302 | $1,610-81.3% | $5,432-94.4% | $2,032-85.2% |
| Participant deferral / active EE | $108 | $2,080-94.8% | $4,939-97.8% | $3,224-96.6% |
| Admin fee / account holder | $0 | $116-100.0% | $13,881-100.0% | $110-100.0% |