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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 | $17,125 | $52,467-67.4% | $57,196-70.1% | $55,167-69.0% |
| Participation rate | 68.7% | 75.8%-7.1pp | 75.3%-6.6pp | 69.0%-0.3pp |
| Annual return | 5.82% | 7.72%-1.9pp | 14.59%-8.8pp | 169.23%-163.4pp |
| Employer contribution / active EE | $873 | $2,477-64.8% | $2,683-67.5% | $1,963-55.5% |
| Participant deferral / active EE | $2,670 | $2,830-5.6% | $3,096-13.8% | $3,054-12.6% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |