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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 | $2,179 | $64,909-96.6% | $82,312-97.4% | $62,293-96.5% |
| Participation rate | 24.4% | 74.9%-50.4pp | 76.9%-52.5pp | 69.5%-45.1pp |
| Annual return | 0.00% | 21.18%-21.2pp | 25.88%-25.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $627 | $3,103-79.8% | $3,706-83.1% | $3,169-80.2% |
| Admin fee / account holder | $40 | $440-91.0% | $5,608-99.3% | $479-91.7% |