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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 | $3,394 | $58,888-94.2% | $178,498-98.1% | $73,493-95.4% |
| Participation rate | 19.9% | 66.2%-46.3pp | 81.9%-62.0pp | 70.7%-50.8pp |
| Annual return | 69.61% | 24.86%+44.8pp | 151.09%-81.5pp | 28.51%+41.1pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $521 | $2,568-79.7% | $5,202-90.0% | $3,740-86.1% |
| Admin fee / account holder | $9 | $400-97.7% | $13,985-99.9% | $513-98.2% |