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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 | $3,216 | $66,319-95.2% | $93,621-96.6% | $65,185-95.1% |
| Participation rate | 15.0% | 74.0%-59.0pp | 75.8%-60.8pp | 70.2%-55.2pp |
| Annual return | 41.77% | 42.59%-0.8pp | 32.76%+9.0pp | 29.38%+12.4pp |
| Employer contribution / active EE | $0 | $2,013-100.0% | $2,719-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $704 | $3,343-78.9% | $4,070-82.7% | $3,514-80.0% |
| Admin fee / account holder | $25 | $6,900-99.6% | $7,890-99.7% | $847-97.1% |