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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 | $10,676 | $47,977-77.7% | $154,111-93.1% | $56,287-81.0% |
| Participation rate | 48.7% | 66.2%-17.5pp | 83.0%-34.3pp | 69.9%-21.1pp |
| Annual return | -5.45% | 3.54%-9.0pp | 735.18%-740.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $353 | $2,169-83.7% | $5,298-93.3% | $2,111-83.3% |
| Participant deferral / active EE | $609 | $2,392-74.5% | $5,081-88.0% | $3,350-81.8% |
| Admin fee / account holder | $142 | $438-67.6% | $13,411-98.9% | $521-72.8% |