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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,742 | $47,448-79.5% | $94,993-89.7% | $62,293-84.4% |
| Participation rate | 69.6% | 66.5%+3.1pp | 73.9%-4.2pp | 69.5%+0.1pp |
| Annual return | 0.00% | 22.64%-22.6pp | 27.14%-27.1pp | 28.90%-28.9pp |
| Employer contribution / active EE | $2,146 | $1,300+65.1% | $2,603-17.6% | $2,042+5.1% |
| Participant deferral / active EE | $3,473 | $2,375+46.3% | $3,317+4.7% | $3,169+9.6% |
| Admin fee / account holder | $0 | $434-100.0% | $4,960-100.0% | $479-100.0% |