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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $3,493 | $22,715-84.6% | $73,550-95.3% | - |
| Participation rate | 53.0% | 40.6%+12.5pp | 54.9%-1.9pp | - |
| Annual return | 0.00% | -6.79%+6.8pp | -15.16%+15.2pp | - |
| Employer contribution / active EE | $790 | $343+130.5% | $1,219-35.2% | - |
| Participant deferral / active EE | $1,168 | $761+53.5% | $1,804-35.2% | - |
| Admin fee / account holder | $29 | $1,186-97.5% | $2,320-98.7% | - |