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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 | $1,750 | $23,224-92.5% | $71,086-97.5% | $55,725-96.9% |
| Participation rate | 16.2% | 37.9%-21.7pp | 54.7%-38.4pp | 70.9%-54.6pp |
| Annual return | 0.00% | -2.87%+2.9pp | 650.59%-650.6pp | 244.93%-244.9pp |
| Employer contribution / active EE | $77 | $436-82.2% | $1,088-92.9% | $2,078-96.3% |
| Participant deferral / active EE | $132 | $929-85.8% | $1,874-93.0% | $3,356-96.1% |
| Admin fee / account holder | $4 | $118-96.2% | $3,082-99.9% | $115-96.1% |