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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 | $6,589 | $99,957-93.4% | $149,715-95.6% | $73,493-91.0% |
| Participation rate | 28.9% | 75.7%-46.8pp | 82.5%-53.5pp | 70.7%-41.7pp |
| Annual return | 16.82% | 53.87%-37.0pp | 276.66%-259.8pp | 28.51%-11.7pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $391 | $6,073-93.6% | $6,842-94.3% | $3,740-89.6% |
| Admin fee / account holder | $24 | $551-95.6% | $9,310-99.7% | $513-95.2% |