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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 | $11,360 | $45,382-75.0% | $154,111-92.6% | $75,289-84.9% |
| Participation rate | 20.8% | 65.9%-45.1pp | 83.0%-62.3pp | 72.4%-51.6pp |
| Annual return | -4.20% | -0.47%-3.7pp | 735.18%-739.4pp | -0.04%-4.2pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $378 | $2,384-84.2% | $5,081-92.6% | $3,739-89.9% |
| Admin fee / account holder | $7 | $89-91.9% | $13,411-99.9% | $102-93.0% |