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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 | $13,062 | $52,293-75.0% | $178,503-92.7% | $73,412-82.2% |
| Participation rate | 65.6% | 65.3%+0.3pp | 81.9%-16.3pp | 72.2%-6.6pp |
| Annual return | 14.27% | 34.75%-20.5pp | 151.12%-136.8pp | 59.30%-45.0pp |
| Employer contribution / active EE | $842 | $1,736-51.5% | $5,011-83.2% | $2,234-62.3% |
| Participant deferral / active EE | $0 | $2,333-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $151 | $127+18.3% | $13,987-98.9% | $158-4.6% |