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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 | $16,516 | $63,924-74.2% | $108,582-84.8% | $55,167-70.1% |
| Participation rate | 58.7% | 74.3%-15.7pp | 79.6%-20.9pp | 69.0%-10.3pp |
| Annual return | 6.61% | 15.31%-8.7pp | -51.70%+58.3pp | 169.23%-162.6pp |
| Employer contribution / active EE | $1,002 | $1,879-46.7% | $3,758-73.3% | $1,963-48.9% |
| Participant deferral / active EE | $1,358 | $3,067-55.7% | $4,311-68.5% | $3,054-55.5% |
| Admin fee / account holder | $234 | $618-62.1% | $7,645-96.9% | $504-53.5% |