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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 | $10,362 | $55,453-81.3% | $170,435-93.9% | $62,293-83.4% |
| Participation rate | 65.0% | 66.4%-1.3pp | 83.6%-18.6pp | 69.5%-4.5pp |
| Annual return | 12.03% | 21.38%-9.4pp | 205.94%-193.9pp | 28.90%-16.9pp |
| Employer contribution / active EE | $698 | $2,164-67.8% | $5,432-87.2% | $2,042-65.8% |
| Participant deferral / active EE | $941 | $2,303-59.1% | $4,939-81.0% | $3,169-70.3% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |