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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 | $18,852 | $77,677-75.7% | $109,188-82.7% | $79,389-76.3% |
| Participation rate | 10.4% | 67.8%-57.4pp | 75.9%-65.5pp | 70.7%-60.3pp |
| Annual return | 24.18% | 23.44%+0.7pp | 25.76%-1.6pp | 116.89%-92.7pp |
| Employer contribution / active EE | $0 | $2,798-100.0% | $3,723-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,412 | $3,517-59.8% | $4,654-69.6% | $4,046-65.1% |
| Admin fee / account holder | $233 | $732-68.2% | $6,755-96.5% | $626-62.8% |