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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 | $10,944 | $60,165-81.8% | $74,184-85.2% | $55,167-80.2% |
| Participation rate | 52.0% | 74.2%-22.2pp | 76.6%-24.6pp | 69.0%-17.0pp |
| Annual return | 5.01% | 10.00%-5.0pp | 17.74%-12.7pp | 169.23%-164.2pp |
| Employer contribution / active EE | $795 | $1,600-50.3% | $2,370-66.4% | $1,963-59.5% |
| Participant deferral / active EE | $1,692 | $2,973-43.1% | $3,550-52.3% | $3,054-44.6% |
| Admin fee / account holder | $41 | $419-90.1% | $5,586-99.3% | $504-91.8% |