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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 | $16,321 | $55,002-70.3% | $59,887-72.7% | $56,287-71.0% |
| Participation rate | 8.0% | 75.9%-67.9pp | 74.7%-66.7pp | 69.9%-61.8pp |
| Annual return | 14.73% | 1.13%+13.6pp | 3.46%+11.3pp | -9.96%+24.7pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $444 | $3,121-85.8% | $3,402-87.0% | $3,350-86.8% |
| Admin fee / account holder | $11 | $236-95.4% | $3,591-99.7% | $521-97.9% |