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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $4,295 | $47,977-91.0% | $154,108-97.2% | $56,289-92.4% |
| Participation rate | 38.9% | 66.2%-27.3pp | 83.0%-44.1pp | 69.9%-31.0pp |
| Annual return | -10.33% | 3.54%-13.9pp | 735.21%-745.5pp | -9.96%-0.4pp |
| Employer contribution / active EE | $363 | $2,169-83.3% | $5,298-93.1% | $2,111-82.8% |
| Participant deferral / active EE | $1,294 | $2,392-45.9% | $5,081-74.5% | $3,350-61.4% |
| Admin fee / account holder | $107 | $438-75.5% | $13,411-99.2% | $521-79.4% |