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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,750 | $46,732-79.1% | $156,551-93.8% | $55,167-82.3% |
| Participation rate | 68.3% | 65.8%+2.5pp | 84.0%-15.7pp | 69.0%-0.6pp |
| Annual return | 5.80% | 17.72%-11.9pp | 32.23%-26.4pp | 169.23%-163.4pp |
| Employer contribution / active EE | $828 | $2,105-60.7% | $5,501-85.0% | $1,963-57.8% |
| Participant deferral / active EE | $1,060 | $2,204-51.9% | $4,871-78.2% | $3,054-65.3% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |