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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 | $2,299 | $58,493-96.1% | $84,023-97.3% | $72,976-96.9% |
| Participation rate | 64.0% | 61.2%+2.7pp | 69.0%-5.1pp | 69.5%-5.5pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.32%-71.3pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,504 | $1,163+29.3% | $1,984-24.2% | $2,440-38.4% |
| Participant deferral / active EE | $75 | $2,394-96.9% | $3,239-97.7% | $3,608-97.9% |
| Admin fee / account holder | $1 | $4,569-100.0% | $6,102-100.0% | $5,124-100.0% |