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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 | $13,542 | $50,464-73.2% | $75,784-82.1% | $52,331-74.1% |
| Participation rate | 28.6% | 66.8%-38.2pp | 75.8%-47.2pp | 68.1%-39.5pp |
| Annual return | -3.25% | 1.03%-4.3pp | 9.68%-12.9pp | 4.54%-7.8pp |
| Employer contribution / active EE | $666 | $1,988-66.5% | $3,323-80.0% | $1,882-64.6% |
| Participant deferral / active EE | $1,270 | $2,570-50.6% | $3,652-65.2% | $3,022-58.0% |
| Admin fee / account holder | $54 | $1,103-95.1% | $5,300-99.0% | $592-90.9% |