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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 | $750 | $51,466-98.5% | $78,778-99.0% | $62,293-98.8% |
| Participation rate | 57.1% | 59.8%-2.6pp | 69.2%-12.0pp | 69.5%-12.4pp |
| Annual return | 0.00% | 19.96%-20.0pp | 35.62%-35.6pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $489 | $2,147-77.2% | $2,958-83.5% | $3,169-84.6% |
| Admin fee / account holder | $24 | $489-95.2% | $5,134-99.5% | $479-95.1% |