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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 | $18,544 | $50,106-63.0% | $69,779-73.4% | $57,658-67.8% |
| Participation rate | 45.5% | 70.9%-25.4pp | 71.8%-26.3pp | 70.2%-24.7pp |
| Annual return | 7.40% | 14.58%-7.2pp | 12.99%-5.6pp | 5.13%+2.3pp |
| Employer contribution / active EE | $946 | $1,739-45.6% | $2,338-59.6% | $1,974-52.1% |
| Participant deferral / active EE | $1,351 | $2,486-45.7% | $2,931-53.9% | $3,061-55.9% |
| Admin fee / account holder | $0 | $89-100.0% | $4,381-100.0% | $95-100.0% |