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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 | $5,650 | $42,546-86.7% | $71,796-92.1% | $55,167-89.8% |
| Participation rate | 50.0% | 59.1%-9.1pp | 69.1%-19.1pp | 69.0%-19.0pp |
| Annual return | 8.24% | 12.36%-4.1pp | 78.04%-69.8pp | 169.23%-161.0pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,071 | $2,064-48.1% | $2,794-61.7% | $3,054-64.9% |
| Admin fee / account holder | $6 | $650-99.1% | $4,815-99.9% | $504-98.8% |