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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 | $16,498 | $73,102-77.4% | $123,552-86.6% | $56,287-70.7% |
| Participation rate | 65.8% | 74.3%-8.5pp | 82.3%-16.5pp | 69.9%-4.0pp |
| Annual return | -6.99% | 3.01%-10.0pp | 119.20%-126.2pp | -9.96%+3.0pp |
| Employer contribution / active EE | $2,539 | $2,977-14.7% | $4,628-45.1% | $2,111+20.3% |
| Participant deferral / active EE | $762 | $5,423-86.0% | $6,426-88.1% | $3,350-77.3% |
| Admin fee / account holder | $2 | $554-99.6% | $9,285-100.0% | $521-99.5% |