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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 | $9,493 | $45,000-78.9% | $143,799-93.4% | $77,906-87.8% |
| Participation rate | 20.0% | 66.8%-46.8pp | 80.3%-60.3pp | 73.7%-53.7pp |
| Annual return | 87.02% | 29.03%+58.0pp | -0.04%+87.1pp | 12.16%+74.9pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,952-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $722 | $3,157-77.1% | $5,638-87.2% | $4,805-85.0% |
| Admin fee / account holder | $12 | $98-88.0% | $14,677-99.9% | $133-91.1% |