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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $5,474 | $46,297-88.2% | $71,671-92.4% | $62,293-91.2% |
| Participation rate | 66.7% | 60.6%+6.0pp | 68.7%-2.1pp | 69.5%-2.8pp |
| Annual return | 12.17% | 22.32%-10.2pp | 20.65%-8.5pp | 28.90%-16.7pp |
| Employer contribution / active EE | $3,830 | $1,412+171.3% | $2,460+55.7% | $2,042+87.6% |
| Participant deferral / active EE | $0 | $2,235-100.0% | $3,438-100.0% | $3,169-100.0% |
| Admin fee / account holder | $86 | $461-81.3% | $5,558-98.5% | $479-82.1% |