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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 | $9,634 | $64,909-85.2% | $82,312-88.3% | $62,293-84.5% |
| Participation rate | 5.4% | 74.9%-69.4pp | 76.9%-71.5pp | 69.5%-64.1pp |
| Annual return | 16.80% | 21.18%-4.4pp | 25.88%-9.1pp | 28.90%-12.1pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $185 | $3,103-94.0% | $3,706-95.0% | $3,169-94.2% |
| Admin fee / account holder | $6 | $440-98.6% | $5,608-99.9% | $479-98.7% |