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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 | $64,870 | $36,706+76.7% | $108,235-40.1% | $50,876+27.5% |
| Participation rate | 63.1% | 18.1%+45.0pp | 32.2%+30.9pp | 15.7%+47.4pp |
| Annual return | -0.16% | -0.85%+0.7pp | -1.08%+0.9pp | -7.14%+7.0pp |
| Employer contribution / active EE | $4,066 | $14,391-71.7% | $35,779-88.6% | $14,613-72.2% |
| Participant deferral / active EE | $0 | $122-100.0% | $238-100.0% | $60-100.0% |
| Admin fee / account holder | $212 | $210+1.0% | $13,449-98.4% | $1,191-82.2% |