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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $6,640 | $42,396-84.3% | $67,313-90.1% | $56,287-88.2% |
| Participation rate | 23.8% | 61.0%-37.2pp | 69.1%-45.3pp | 69.9%-46.0pp |
| Annual return | -19.41% | -36.63%+17.2pp | -4.08%-15.3pp | -9.96%-9.5pp |
| Employer contribution / active EE | $603 | $1,414-57.4% | $2,566-76.5% | $2,111-71.5% |
| Participant deferral / active EE | $908 | $2,360-61.5% | $3,568-74.6% | $3,350-72.9% |
| Admin fee / account holder | $22 | $510-95.7% | $4,507-99.5% | $521-95.8% |