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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 | $11,921 | $66,302-82.0% | $110,243-89.2% | $56,289-78.8% |
| Participation rate | 18.8% | 74.9%-56.2pp | 79.8%-61.1pp | 69.9%-51.1pp |
| Annual return | -5.52% | -1.18%-4.3pp | 314.76%-320.3pp | -9.96%+4.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,827-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $574 | $3,381-83.0% | $4,672-87.7% | $3,350-82.9% |
| Admin fee / account holder | $217 | $698-69.0% | $8,548-97.5% | $521-58.4% |