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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 | $16,913 | $59,191-71.4% | $76,767-78.0% | $56,289-70.0% |
| Participation rate | 47.4% | 75.2%-27.9pp | 77.0%-29.6pp | 69.9%-22.5pp |
| Annual return | -3.66% | 6.62%-10.3pp | 2.43%-6.1pp | -9.96%+6.3pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $965 | $3,255-70.4% | $3,852-74.9% | $3,350-71.2% |
| Admin fee / account holder | $24 | $489-95.2% | $6,675-99.6% | $521-95.5% |