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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 | $732 | $32,425-97.7% | $74,577-99.0% | $55,167-98.7% |
| Participation rate | 10.9% | 54.0%-43.1pp | 68.1%-57.2pp | 69.0%-58.0pp |
| Annual return | 0.00% | 10.63%-10.6pp | 20.47%-20.5pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $80 | $1,995-96.0% | $3,458-97.7% | $3,054-97.4% |
| Admin fee / account holder | $0 | $748-100.0% | $4,138-100.0% | $504-100.0% |