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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 | $2,913 | $37,591-92.3% | $90,655-96.8% | $55,725-94.8% |
| Participation rate | 14.7% | 66.4%-51.6pp | 74.0%-59.3pp | 70.9%-56.1pp |
| Annual return | 0.00% | -3.20%+3.2pp | 1.89%-1.9pp | 244.93%-244.9pp |
| Employer contribution / active EE | $0 | $1,302-100.0% | $2,532-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $491 | $2,643-81.4% | $3,425-85.7% | $3,356-85.4% |
| Admin fee / account holder | $2 | $100-97.5% | $4,994-100.0% | $115-97.8% |