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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 | $24,682 | $63,924-61.4% | $108,582-77.3% | $55,167-55.3% |
| Participation rate | 63.8% | 74.3%-10.6pp | 79.6%-15.8pp | 69.0%-5.2pp |
| Annual return | 7.33% | 15.31%-8.0pp | -51.70%+59.0pp | 169.23%-161.9pp |
| Employer contribution / active EE | $802 | $1,879-57.3% | $3,758-78.7% | $1,963-59.1% |
| Participant deferral / active EE | $1,350 | $3,067-56.0% | $4,311-68.7% | $3,054-55.8% |
| Admin fee / account holder | $124 | $618-80.0% | $7,645-98.4% | $504-75.4% |