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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 | $6,377 | $47,977-86.7% | $154,111-95.9% | $56,287-88.7% |
| Participation rate | 21.5% | 66.2%-44.7pp | 83.0%-61.5pp | 69.9%-48.3pp |
| Annual return | -3.32% | 3.54%-6.9pp | 735.18%-738.5pp | -9.96%+6.6pp |
| Employer contribution / active EE | $341 | $2,169-84.3% | $5,298-93.6% | $2,111-83.8% |
| Participant deferral / active EE | $388 | $2,392-83.8% | $5,081-92.4% | $3,350-88.4% |
| Admin fee / account holder | $14 | $438-96.9% | $13,411-99.9% | $521-97.4% |