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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 | $23,379 | $204,517-88.6% | $69,461-66.3% | $77,775-69.9% |
| Participation rate | 24.1% | 74.6%-50.5pp | 74.6%-50.5pp | 73.2%-49.1pp |
| Annual return | 0.00% | 22.10%-22.1pp | 28.97%-29.0pp | 32.58%-32.6pp |
| Employer contribution / active EE | $0 | $3,548-100.0% | $2,779-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $632 | $3,478-81.8% | $3,536-82.1% | $3,966-84.1% |
| Admin fee / account holder | $17 | $101-83.2% | $3,840-99.6% | $100-83.1% |