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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 | $7,277 | $52,967-86.3% | $172,753-95.8% | $65,186-88.8% |
| Participation rate | 27.2% | 66.2%-39.0pp | 82.6%-55.5pp | 70.2%-43.0pp |
| Annual return | 21.82% | 30.12%-8.3pp | 803.00%-781.2pp | 29.39%-7.6pp |
| Employer contribution / active EE | $321 | $2,190-85.4% | $5,144-93.8% | $2,177-85.3% |
| Participant deferral / active EE | $458 | $2,471-81.5% | $5,198-91.2% | $3,514-87.0% |
| Admin fee / account holder | $82 | $472-82.7% | $13,956-99.4% | $847-90.3% |