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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 | $7,664 | $46,173-83.4% | $170,435-95.5% | $69,631-89.0% |
| Participation rate | 8.6% | 63.9%-55.3pp | 83.6%-75.0pp | 70.7%-62.1pp |
| Annual return | 40.02% | 21.62%+18.4pp | 205.94%-165.9pp | 27571.02%-27531.0pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $76 | $2,080-96.3% | $4,939-98.5% | $3,224-97.6% |
| Admin fee / account holder | $0 | $116-100.0% | $13,881-100.0% | $110-100.0% |