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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 | $18,586 | $104,479-82.2% | $159,474-88.3% | $79,391-76.6% |
| Participation rate | 59.1% | 76.6%-17.5pp | 82.8%-23.7pp | 70.7%-11.6pp |
| Annual return | 21.23% | 67.98%-46.7pp | 263.68%-242.4pp | 116.88%-95.7pp |
| Employer contribution / active EE | $1,491 | $3,417-56.4% | $4,831-69.1% | $2,428-38.6% |
| Participant deferral / active EE | $2,453 | $6,468-62.1% | $7,353-66.6% | $4,046-39.4% |
| Admin fee / account holder | $39 | $711-94.6% | $10,802-99.6% | $627-93.8% |