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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 | $8,455 | $36,767-77.0% | $81,473-89.6% | $62,293-86.4% |
| Participation rate | 58.4% | 54.4%+4.0pp | 68.0%-9.6pp | 69.5%-11.1pp |
| Annual return | 12.19% | 173.80%-161.6pp | 38.78%-26.6pp | 28.90%-16.7pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,362 | $2,111-35.5% | $3,537-61.5% | $3,169-57.0% |
| Admin fee / account holder | $76 | $797-90.5% | $4,561-98.3% | $479-84.2% |