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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 | $14,343 | $56,918-74.8% | $182,531-92.1% | $65,185-78.0% |
| Participation rate | 36.2% | 66.5%-30.3pp | 78.0%-41.8pp | 70.2%-34.0pp |
| Annual return | 35.17% | 27.67%+7.5pp | 148.57%-113.4pp | 29.38%+5.8pp |
| Employer contribution / active EE | $1,033 | $1,615-36.0% | $4,075-74.7% | $2,177-52.5% |
| Participant deferral / active EE | $1,776 | $3,526-49.6% | $5,525-67.9% | $3,514-49.5% |
| Admin fee / account holder | $23 | $531-95.6% | $8,593-99.7% | $847-97.2% |