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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 | $10,127 | $65,378-84.5% | $87,103-88.4% | $65,186-84.5% |
| Participation rate | 51.5% | 75.3%-23.8pp | 76.9%-25.4pp | 70.2%-18.7pp |
| Annual return | 0.00% | 31.28%-31.3pp | 28.19%-28.2pp | 29.39%-29.4pp |
| Employer contribution / active EE | $647 | $1,823-64.5% | $2,521-74.4% | $2,177-70.3% |
| Participant deferral / active EE | $1,123 | $3,389-66.9% | $4,049-72.3% | $3,514-68.0% |
| Admin fee / account holder | $12 | $520-97.7% | $7,491-99.8% | $847-98.6% |