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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $8,500 | $263,825-96.8% | $73,588-88.4% | $263,825-96.8% |
| Participation rate | 0.0% | 78.8%-78.8pp | 73.1%-73.1pp | 78.8%-78.8pp |
| Annual return | 0.00% | 13.08%-13.1pp | 16.52%-16.5pp | 13.08%-13.1pp |
| Employer contribution / active EE | $0 | $11,436-100.0% | $7,604-100.0% | $11,436-100.0% |
| Participant deferral / active EE | $0 | $5,893-100.0% | $5,478-100.0% | $5,893-100.0% |
| Admin fee / account holder | $0 | $32,179-100.0% | $12,208-100.0% | $32,179-100.0% |