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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 | $15,628 | $44,221-64.7% | $121,208-87.1% | $56,287-72.2% |
| Participation rate | 26.2% | 61.1%-34.9pp | 71.8%-45.6pp | 69.9%-43.7pp |
| Annual return | -2.98% | -3.58%+0.6pp | 16.93%-19.9pp | -9.96%+7.0pp |
| Employer contribution / active EE | $431 | $1,480-70.9% | $4,023-89.3% | $2,111-79.6% |
| Participant deferral / active EE | $631 | $2,521-75.0% | $3,345-81.1% | $3,350-81.2% |
| Admin fee / account holder | $19 | $480-96.0% | $5,020-99.6% | $521-96.3% |