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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 | $1,627 | $48,364-96.6% | $71,796-97.7% | $62,881-97.4% |
| Participation rate | 32.1% | 60.6%-28.5pp | 69.1%-37.0pp | 69.3%-37.2pp |
| Annual return | 0.00% | 13.16%-13.2pp | 78.04%-78.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $239 | $1,042-77.1% | $1,924-87.6% | $2,281-89.5% |
| Participant deferral / active EE | $319 | $2,091-84.7% | $2,794-88.6% | $3,203-90.0% |
| Admin fee / account holder | $10 | $3,771-99.7% | $4,815-99.8% | $4,296-99.8% |