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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 | $1,656 | $56,152-97.1% | $185,861-99.1% | $73,412-97.7% |
| Participation rate | 6.8% | 67.6%-60.8pp | 78.0%-71.3pp | 72.2%-65.4pp |
| Annual return | 0.00% | 17.59%-17.6pp | 35.96%-36.0pp | 59.30%-59.3pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,088-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $108 | $3,659-97.0% | $5,634-98.1% | $3,806-97.2% |
| Admin fee / account holder | $10 | $132-92.7% | $9,503-99.9% | $158-93.9% |