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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 | $14,958 | $56,095-73.3% | $178,498-91.6% | $90,274-83.4% |
| Participation rate | 20.8% | 65.6%-44.8pp | 81.9%-61.1pp | 73.4%-52.6pp |
| Annual return | 14.78% | 28.81%-14.0pp | 151.09%-136.3pp | 53.97%-39.2pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $425 | $2,669-84.1% | $5,202-91.8% | $4,231-89.9% |
| Admin fee / account holder | $6 | $101-94.5% | $13,985-100.0% | $114-95.1% |