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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 | $9,187 | $46,360-80.2% | $147,617-93.8% | $52,331-82.4% |
| Participation rate | 39.3% | 64.9%-25.7pp | 84.6%-45.4pp | 68.1%-28.8pp |
| Annual return | 5.22% | 1.62%+3.6pp | 61.98%-56.8pp | 4.54%+0.7pp |
| Employer contribution / active EE | $440 | $2,126-79.3% | $5,564-92.1% | $1,882-76.6% |
| Participant deferral / active EE | $703 | $2,258-68.9% | $4,895-85.6% | $3,022-76.7% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |