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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 | $10,047 | $38,925-74.2% | $73,836-86.4% | $55,191-81.8% |
| Participation rate | 26.3% | 66.0%-39.8pp | 73.4%-47.2pp | 69.2%-42.9pp |
| Annual return | -1.10% | 6.31%-7.4pp | 2268.06%-2269.2pp | 10.78%-11.9pp |
| Employer contribution / active EE | $293 | $1,695-82.7% | $2,787-89.5% | $1,899-84.6% |
| Participant deferral / active EE | $502 | $2,351-78.6% | $3,583-86.0% | $3,046-83.5% |
| Admin fee / account holder | $60 | $83-27.4% | $4,882-98.8% | $91-33.7% |