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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 | $10,518 | $54,392-80.7% | $84,753-87.6% | $63,975-83.6% |
| Participation rate | 29.8% | 76.9%-47.1pp | 76.6%-46.8pp | 71.1%-41.3pp |
| Annual return | 6.43% | 611.38%-604.9pp | 22.78%-16.4pp | 48.65%-42.2pp |
| Employer contribution / active EE | $846 | $2,943-71.3% | $3,574-76.3% | $2,182-61.2% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $8 | $136-94.4% | $5,333-99.9% | $70-89.1% |