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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $12,378 | $47,977-74.2% | $154,114-92.0% | $56,287-78.0% |
| Participation rate | 38.8% | 66.2%-27.4pp | 83.0%-44.3pp | 69.9%-31.1pp |
| Annual return | -9.88% | 3.54%-13.4pp | 735.16%-745.0pp | -9.96%+0.1pp |
| Employer contribution / active EE | $888 | $2,169-59.1% | $5,298-83.2% | $2,111-58.0% |
| Participant deferral / active EE | $1,427 | $2,392-40.3% | $5,081-71.9% | $3,350-57.4% |
| Admin fee / account holder | $21 | $438-95.1% | $13,411-99.8% | $521-95.9% |