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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 | $2,829 | $102,661-97.2% | $151,645-98.1% | $66,949-95.8% |
| Participation rate | 39.1% | 85.5%-46.4pp | 87.5%-48.4pp | 69.8%-30.7pp |
| Annual return | 0.00% | -10.81%+10.8pp | 3.34%-3.3pp | 1.57%-1.6pp |
| Employer contribution / active EE | $0 | $4,184-100.0% | $6,165-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,292 | $6,645-80.6% | $8,363-84.5% | $4,239-69.5% |
| Admin fee / account holder | $8 | $630-98.8% | $11,614-99.9% | $594-98.7% |