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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 | $10,236 | $45,082-77.3% | $69,464-85.3% | $72,975-86.0% |
| Participation rate | 11.4% | 68.5%-57.1pp | 74.6%-63.2pp | 69.5%-58.1pp |
| Annual return | 26.55% | 22.66%+3.9pp | 28.98%-2.4pp | 81.01%-54.5pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $362 | $2,604-86.1% | $3,536-89.8% | $3,608-90.0% |
| Admin fee / account holder | $1 | $3,057-100.0% | $3,840-100.0% | $5,124-100.0% |