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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 | $11,959 | $36,916-67.6% | $156,551-92.4% | $57,658-79.3% |
| Participation rate | 5.0% | 63.4%-58.4pp | 84.0%-79.0pp | 70.2%-65.2pp |
| Annual return | 9.96% | 12.38%-2.4pp | 32.23%-22.3pp | 5.13%+4.8pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $281 | $1,926-85.4% | $4,871-94.2% | $3,061-90.8% |
| Admin fee / account holder | $146 | $82+76.5% | $13,028-98.9% | $95+54.0% |