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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 | $5,201 | $47,977-89.2% | $154,108-96.6% | $56,289-90.8% |
| Participation rate | 50.9% | 66.2%-15.3pp | 83.0%-32.2pp | 69.9%-19.0pp |
| Annual return | 7.12% | 3.54%+3.6pp | 735.21%-728.1pp | -9.96%+17.1pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $623 | $2,392-73.9% | $5,081-87.7% | $3,350-81.4% |
| Admin fee / account holder | $11 | $438-97.4% | $13,411-99.9% | $521-97.8% |