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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 | $9,204 | $37,213-75.3% | $156,551-94.1% | $63,975-85.6% |
| Participation rate | 19.6% | 65.0%-45.4pp | 84.0%-64.4pp | 71.1%-51.5pp |
| Annual return | 7.88% | 47.89%-40.0pp | 32.23%-24.3pp | 48.65%-40.8pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $328 | $2,070-84.2% | $4,871-93.3% | $3,356-90.2% |
| Admin fee / account holder | $8 | $56-86.2% | $13,028-99.9% | $70-89.0% |