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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 | $12,923 | $76,551-83.1% | $123,894-89.6% | $62,881-79.4% |
| Participation rate | 69.6% | 73.0%-3.4pp | 81.4%-11.8pp | 69.3%+0.3pp |
| Annual return | 8.96% | 18.68%-9.7pp | 47.52%-38.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,712 | $2,882-40.6% | $4,617-62.9% | $2,281-24.9% |
| Participant deferral / active EE | $3,363 | $4,840-30.5% | $5,984-43.8% | $3,203+5.0% |
| Admin fee / account holder | $9 | $4,826-99.8% | $8,357-99.9% | $4,296-99.8% |