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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 | $1,142 | $58,093-98.0% | $80,022-98.6% | $56,287-98.0% |
| Participation rate | 14.0% | 73.6%-59.7pp | 75.8%-61.9pp | 69.9%-55.9pp |
| Annual return | 0.00% | 34.63%-34.6pp | 11.22%-11.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $1,933-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $165 | $3,136-94.7% | $3,686-95.5% | $3,350-95.1% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |