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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 | $16,537 | $70,917-76.7% | $98,920-83.3% | $73,497-77.5% |
| Participation rate | 20.0% | 73.8%-53.8pp | 76.0%-56.0pp | 70.7%-50.7pp |
| Annual return | 12.46% | 34.18%-21.7pp | 196.47%-184.0pp | 28.51%-16.1pp |
| Employer contribution / active EE | $0 | $2,037-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $222 | $3,501-93.7% | $4,245-94.8% | $3,740-94.1% |
| Admin fee / account holder | $125 | $535-76.7% | $6,643-98.1% | $513-75.7% |