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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 | $7,579 | $36,767-79.4% | $81,473-90.7% | $62,293-87.8% |
| Participation rate | 3.1% | 54.4%-51.3pp | 68.0%-64.9pp | 69.5%-66.4pp |
| Annual return | 17.12% | 173.80%-156.7pp | 38.78%-21.7pp | 28.90%-11.8pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $362 | $2,111-82.9% | $3,537-89.8% | $3,169-88.6% |
| Admin fee / account holder | $0 | $797-100.0% | $4,561-100.0% | $479-100.0% |