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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 | $82 | $52,961-99.8% | $172,755-100.0% | $65,185-99.9% |
| Participation rate | 3.6% | 66.2%-62.6pp | 82.6%-79.0pp | 70.2%-66.6pp |
| Annual return | 0.00% | 30.12%-30.1pp | 802.94%-802.9pp | 29.38%-29.4pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3 | $2,471-99.9% | $5,198-99.9% | $3,514-99.9% |
| Admin fee / account holder | $0 | $472-100.0% | $13,955-100.0% | $847-100.0% |