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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 | $18,994 | $85,766-77.9% | $136,298-86.1% | $70,126-72.9% |
| Participation rate | 23.7% | 74.2%-50.4pp | 81.9%-58.2pp | 69.5%-45.8pp |
| Annual return | 41.04% | 31.46%+9.6pp | 5156.27%-5115.2pp | 73.15%-32.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,919 | $5,051-62.0% | $6,247-69.3% | $3,332-42.4% |
| Admin fee / account holder | $17 | $5,421-99.7% | $9,244-99.8% | $4,645-99.6% |