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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 | $15,080 | $152,619-90.1% | $125,195-88.0% | $152,909-90.1% |
| Participation rate | 60.9% | 83.3%-22.5pp | 79.8%-18.9pp | 82.5%-21.6pp |
| Annual return | 21.74% | 54.85%-33.1pp | 43.79%-22.1pp | 345.46%-323.7pp |
| Employer contribution / active EE | $2,972 | $4,947-39.9% | $3,866-23.1% | $4,764-37.6% |
| Participant deferral / active EE | $5,011 | $5,869-14.6% | $4,937+1.5% | $5,851-14.4% |
| Admin fee / account holder | $102 | $13,437-99.2% | $9,704-98.9% | $11,601-99.1% |