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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 | $9,629 | $52,639-81.7% | $185,117-94.8% | $62,293-84.5% |
| Participation rate | 17.6% | 63.9%-46.3pp | 77.3%-59.7pp | 69.5%-51.9pp |
| Annual return | 15.96% | 19.57%-3.6pp | 40.50%-24.5pp | 28.90%-12.9pp |
| Employer contribution / active EE | $0 | $1,483-100.0% | $4,182-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $246 | $3,097-92.1% | $5,045-95.1% | $3,169-92.2% |
| Admin fee / account holder | $2 | $374-99.4% | $8,159-100.0% | $479-99.5% |