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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $16,387 | $35,485-53.8% | $74,552-78.0% | $55,725-70.6% |
| Participation rate | 53.9% | 62.5%-8.7pp | 69.1%-15.3pp | 70.9%-17.0pp |
| Annual return | -12.04% | 0.72%-12.8pp | 32.53%-44.6pp | 244.93%-257.0pp |
| Employer contribution / active EE | $1,401 | $777+80.2% | $1,961-28.5% | $2,078-32.6% |
| Participant deferral / active EE | $2,468 | $2,181+13.2% | $3,108-20.6% | $3,356-26.5% |
| Admin fee / account holder | $19 | $114-83.2% | $5,060-99.6% | $115-83.3% |