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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 | $19,448 | $55,182-64.8% | $73,309-73.5% | $55,191-64.8% |
| Participation rate | 16.7% | 73.9%-57.3pp | 74.9%-58.2pp | 69.2%-52.5pp |
| Annual return | 2.58% | 8.55%-6.0pp | 5.67%-3.1pp | 10.78%-8.2pp |
| Employer contribution / active EE | $0 | $1,935-100.0% | $3,237-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $181 | $4,641-96.1% | $4,991-96.4% | $3,046-94.0% |
| Admin fee / account holder | $0 | $68-100.0% | $5,635-100.0% | $91-100.0% |