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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 | $14,149 | $66,124-78.6% | $90,440-84.4% | $73,493-80.7% |
| Participation rate | 57.9% | 69.7%-11.8pp | 72.7%-14.8pp | 70.7%-12.8pp |
| Annual return | 20.55% | 17.65%+2.9pp | 1294.38%-1273.8pp | 28.51%-8.0pp |
| Employer contribution / active EE | $901 | $2,346-61.6% | $3,263-72.4% | $2,270-60.3% |
| Participant deferral / active EE | $653 | $3,039-78.5% | $3,964-83.5% | $3,740-82.5% |
| Admin fee / account holder | $17 | $396-95.6% | $5,615-99.7% | $513-96.6% |