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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 | $9,519 | $42,396-77.5% | $67,313-85.9% | $56,287-83.1% |
| Participation rate | 14.1% | 61.0%-46.9pp | 69.1%-55.0pp | 69.9%-55.8pp |
| Annual return | -32082.22% | -36.63%-32045.6pp | -4.08%-32078.1pp | -9.96%-32072.3pp |
| Employer contribution / active EE | $286 | $1,414-79.8% | $2,566-88.9% | $2,111-86.5% |
| Participant deferral / active EE | $1,271 | $2,360-46.1% | $3,568-64.4% | $3,350-62.1% |
| Admin fee / account holder | $67 | $510-86.9% | $4,507-98.5% | $521-87.2% |