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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 | $2,485 | $47,977-94.8% | $154,108-98.4% | $56,289-95.6% |
| Participation rate | 36.8% | 66.2%-29.4pp | 83.0%-46.2pp | 69.9%-33.0pp |
| Annual return | -131.72% | 3.54%-135.3pp | 735.21%-866.9pp | -9.96%-121.8pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,050 | $2,392-56.1% | $5,081-79.3% | $3,350-68.7% |
| Admin fee / account holder | $10 | $438-97.7% | $13,411-99.9% | $521-98.1% |