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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 | $8,778 | $47,977-81.7% | $154,111-94.3% | $56,287-84.4% |
| Participation rate | 20.1% | 66.2%-46.1pp | 83.0%-62.9pp | 69.9%-49.8pp |
| Annual return | -19.06% | 3.54%-22.6pp | 735.18%-754.2pp | -9.96%-9.1pp |
| Employer contribution / active EE | $425 | $2,169-80.4% | $5,298-92.0% | $2,111-79.9% |
| Participant deferral / active EE | $809 | $2,392-66.2% | $5,081-84.1% | $3,350-75.8% |
| Admin fee / account holder | $130 | $438-70.3% | $13,411-99.0% | $521-75.0% |