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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $24,112 | $84,948-71.6% | $70,476-65.8% | $73,412-67.2% |
| Participation rate | 44.2% | 79.9%-35.7pp | 75.1%-30.9pp | 72.2%-28.0pp |
| Annual return | 8.49% | 13.39%-4.9pp | 109.12%-100.6pp | 59.30%-50.8pp |
| Employer contribution / active EE | $943 | $2,834-66.7% | $2,738-65.6% | $2,234-57.8% |
| Participant deferral / active EE | $1,620 | $3,387-52.2% | $3,710-56.3% | $3,806-57.4% |
| Admin fee / account holder | $18 | $98-82.1% | $3,847-99.5% | $158-88.9% |