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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 | $13,286 | $99,957-86.7% | $149,745-91.1% | $73,497-81.9% |
| Participation rate | 43.6% | 75.7%-32.1pp | 82.5%-38.9pp | 70.7%-27.1pp |
| Annual return | 18.36% | 53.87%-35.5pp | 276.72%-258.4pp | 28.51%-10.2pp |
| Employer contribution / active EE | $867 | $3,191-72.8% | $4,646-81.3% | $2,270-61.8% |
| Participant deferral / active EE | $1,452 | $6,073-76.1% | $6,843-78.8% | $3,740-61.2% |
| Admin fee / account holder | $117 | $551-78.8% | $9,312-98.7% | $513-77.2% |