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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 | $13,858 | $66,319-79.1% | $93,621-85.2% | $65,186-78.7% |
| Participation rate | 48.1% | 74.0%-25.9pp | 75.8%-27.7pp | 70.2%-22.1pp |
| Annual return | 0.00% | 42.59%-42.6pp | 32.76%-32.8pp | 29.39%-29.4pp |
| Employer contribution / active EE | $706 | $2,013-64.9% | $2,719-74.0% | $2,177-67.6% |
| Participant deferral / active EE | $1,247 | $3,343-62.7% | $4,070-69.4% | $3,514-64.5% |
| Admin fee / account holder | $43 | $6,900-99.4% | $7,890-99.5% | $847-94.9% |