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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 | $3,939 | $29,369-86.6% | $77,552-94.9% | $73,412-94.6% |
| Participation rate | 7.3% | 37.9%-30.6pp | 54.2%-46.8pp | 72.2%-64.8pp |
| Annual return | 0.00% | 358.15%-358.1pp | 54.82%-54.8pp | 59.30%-59.3pp |
| Employer contribution / active EE | $79 | $406-80.5% | $987-92.0% | $2,234-96.5% |
| Participant deferral / active EE | $202 | $941-78.5% | $1,861-89.1% | $3,806-94.7% |
| Admin fee / account holder | $12 | $123-90.2% | $2,859-99.6% | $158-92.4% |