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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $4,200 | $52,293-92.0% | $178,503-97.6% | $73,412-94.3% |
| Participation rate | 65.6% | 65.3%+0.3pp | 81.9%-16.3pp | 72.2%-6.6pp |
| Annual return | 20.83% | 34.75%-13.9pp | 151.12%-130.3pp | 59.30%-38.5pp |
| Employer contribution / active EE | $0 | $1,736-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,497 | $2,333-35.9% | $5,202-71.2% | $3,806-60.7% |
| Admin fee / account holder | $40 | $127-68.5% | $13,987-99.7% | $158-74.6% |