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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 | $7,287 | $44,989-83.8% | $170,439-95.7% | $77,958-90.7% |
| Participation rate | 4.3% | 64.6%-60.3pp | 83.6%-79.3pp | 71.6%-67.4pp |
| Annual return | 0.00% | 19.61%-19.6pp | 205.94%-205.9pp | 20.87%-20.9pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,433-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $81 | $2,208-96.4% | $4,939-98.4% | $3,537-97.7% |
| Admin fee / account holder | $17 | $69-75.8% | $13,881-99.9% | $97-82.9% |