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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 | $4,642 | $65,557-92.9% | $105,736-95.6% | $56,289-91.8% |
| Participation rate | 57.3% | 63.4%-6.1pp | 76.3%-19.0pp | 69.9%-12.5pp |
| Annual return | -10.81% | -1.32%-9.5pp | 6.27%-17.1pp | -9.96%-0.8pp |
| Employer contribution / active EE | $539 | $1,788-69.9% | $3,268-83.5% | $2,111-74.5% |
| Participant deferral / active EE | $1,368 | $2,418-43.4% | $4,080-66.5% | $3,350-59.2% |
| Admin fee / account holder | $37 | $561-93.4% | $6,913-99.5% | $521-92.8% |