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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 | $16,059 | $55,449-71.0% | $83,830-80.8% | $56,287-71.5% |
| Participation rate | 39.9% | 68.0%-28.1pp | 76.1%-36.3pp | 69.9%-30.0pp |
| Annual return | -5.80% | -1.38%-4.4pp | 850.97%-856.8pp | -9.96%+4.2pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $845 | $2,935-71.2% | $4,082-79.3% | $3,350-74.8% |
| Admin fee / account holder | $14 | $656-97.9% | $5,479-99.7% | $521-97.3% |