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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 | $16,175 | $55,449-70.8% | $83,831-80.7% | $56,289-71.3% |
| Participation rate | 26.0% | 68.0%-42.0pp | 76.1%-50.2pp | 69.9%-43.9pp |
| Annual return | 5.64% | -1.38%+7.0pp | 850.99%-845.3pp | -9.96%+15.6pp |
| Employer contribution / active EE | $623 | $2,430-74.4% | $3,631-82.8% | $2,111-70.5% |
| Participant deferral / active EE | $1,210 | $2,935-58.8% | $4,082-70.4% | $3,350-63.9% |
| Admin fee / account holder | $46 | $656-92.9% | $5,479-99.2% | $521-91.1% |