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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 | $11,167 | $73,981-84.9% | $105,754-89.4% | $62,881-82.2% |
| Participation rate | 67.5% | 71.7%-4.2pp | 78.9%-11.4pp | 69.3%-1.8pp |
| Annual return | 8.60% | 17.60%-9.0pp | 12.25%-3.7pp | 20.14%-11.5pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,821 | $4,038-30.1% | $5,326-47.0% | $3,203-11.9% |
| Admin fee / account holder | $43 | $5,976-99.3% | $8,309-99.5% | $4,296-99.0% |