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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 | $6,468 | $50,464-87.2% | $75,784-91.5% | $52,331-87.6% |
| Participation rate | 54.9% | 66.8%-11.9pp | 75.8%-20.9pp | 68.1%-13.2pp |
| Annual return | 0.29% | 1.03%-0.7pp | 9.68%-9.4pp | 4.54%-4.2pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,204 | $2,570-53.2% | $3,652-67.0% | $3,022-60.2% |
| Admin fee / account holder | $74 | $1,103-93.3% | $5,300-98.6% | $592-87.5% |