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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 | $11,443 | $52,961-78.4% | $172,752-93.4% | $65,185-82.4% |
| Participation rate | 23.6% | 66.2%-42.6pp | 82.6%-59.1pp | 70.2%-46.6pp |
| Annual return | 22.27% | 30.12%-7.9pp | 802.97%-780.7pp | 29.38%-7.1pp |
| Employer contribution / active EE | $338 | $2,190-84.6% | $5,144-93.4% | $2,177-84.5% |
| Participant deferral / active EE | $412 | $2,471-83.3% | $5,198-92.1% | $3,514-88.3% |
| Admin fee / account holder | $55 | $472-88.2% | $13,955-99.6% | $847-93.5% |