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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $10,219 | $70,917-85.6% | $98,920-89.7% | $73,493-86.1% |
| Participation rate | 50.4% | 73.8%-23.4pp | 76.0%-25.6pp | 70.7%-20.3pp |
| Annual return | 9.80% | 34.18%-24.4pp | 196.47%-186.7pp | 28.51%-18.7pp |
| Employer contribution / active EE | $0 | $2,037-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,790 | $3,501-48.9% | $4,245-57.8% | $3,740-52.1% |
| Admin fee / account holder | $112 | $535-79.0% | $6,643-98.3% | $513-78.1% |