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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 | $7,938 | $33,067-76.0% | $76,518-89.6% | $56,289-85.9% |
| Participation rate | 33.1% | 55.4%-22.3pp | 68.0%-34.9pp | 69.9%-36.8pp |
| Annual return | -15.76% | 2.72%-18.5pp | -0.27%-15.5pp | -9.96%-5.8pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,575 | $2,240-29.7% | $3,836-58.9% | $3,350-53.0% |
| Admin fee / account holder | $16 | $537-97.0% | $4,849-99.7% | $521-97.0% |