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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 | $20,189 | $66,319-69.6% | $93,621-78.4% | $65,185-69.0% |
| Participation rate | 37.0% | 74.0%-37.0pp | 75.8%-38.8pp | 70.2%-33.2pp |
| Annual return | 22.22% | 42.59%-20.4pp | 32.76%-10.5pp | 29.38%-7.2pp |
| Employer contribution / active EE | $971 | $2,013-51.8% | $2,719-64.3% | $2,177-55.4% |
| Participant deferral / active EE | $1,592 | $3,343-52.4% | $4,070-60.9% | $3,514-54.7% |
| Admin fee / account holder | $13 | $6,900-99.8% | $7,890-99.8% | $847-98.5% |