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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 | $16,903 | $48,277-65.0% | $63,244-73.3% | $55,191-69.4% |
| Participation rate | 45.5% | 69.4%-23.9pp | 71.0%-25.6pp | 69.2%-23.7pp |
| Annual return | 0.01% | 2.37%-2.4pp | -70.31%+70.3pp | 10.78%-10.8pp |
| Employer contribution / active EE | $922 | $1,592-42.1% | $2,322-60.3% | $1,899-51.5% |
| Participant deferral / active EE | $1,357 | $2,432-44.2% | $2,953-54.0% | $3,046-55.4% |
| Admin fee / account holder | $0 | $86-100.0% | $5,893-100.0% | $91-100.0% |