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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.
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 | $5,180 | $36,767-85.9% | $81,473-93.6% | $62,293-91.7% |
| Participation rate | 26.0% | 54.4%-28.5pp | 68.0%-42.0pp | 69.5%-43.6pp |
| Annual return | 180.06% | 173.80%+6.3pp | 38.78%+141.3pp | 28.90%+151.2pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,127 | $2,111-46.6% | $3,537-68.1% | $3,169-64.4% |
| Admin fee / account holder | $0 | $797-100.0% | $4,561-100.0% | $479-100.0% |