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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,207 | $69,383-88.2% | $101,275-91.9% | $73,497-88.8% |
| Participation rate | 63.6% | 68.4%-4.8pp | 75.8%-12.2pp | 70.7%-7.1pp |
| Annual return | 16.84% | 18.46%-1.6pp | 46.48%-29.6pp | 28.51%-11.7pp |
| Employer contribution / active EE | $2,142 | $2,628-18.5% | $3,660-41.5% | $2,270-5.7% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $76 | $704-89.2% | $5,948-98.7% | $513-85.1% |