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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 | $8,592 | $51,620-83.4% | $90,300-90.5% | $65,185-86.8% |
| Participation rate | 35.4% | 68.6%-33.3pp | 73.3%-37.9pp | 70.2%-34.8pp |
| Annual return | 2.38% | 24.94%-22.6pp | 78.11%-75.7pp | 29.38%-27.0pp |
| Employer contribution / active EE | $605 | $2,235-72.9% | $2,854-78.8% | $2,177-72.2% |
| Participant deferral / active EE | $879 | $2,871-69.4% | $3,884-77.4% | $3,514-75.0% |
| Admin fee / account holder | -$4 | $384-101.0% | $5,353-100.1% | $847-100.4% |