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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 | $4,661 | $37,117-87.4% | $147,618-96.8% | $55,191-91.6% |
| Participation rate | 11.0% | 63.6%-52.6pp | 84.6%-73.7pp | 69.2%-58.2pp |
| Annual return | -0.08% | 3.44%-3.5pp | 61.98%-62.1pp | 10.78%-10.9pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,565-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $173 | $1,985-91.3% | $4,895-96.5% | $3,046-94.3% |
| Admin fee / account holder | $2 | $86-98.1% | $11,612-100.0% | $91-98.3% |