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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 | $11,918 | $46,360-74.3% | $147,617-91.9% | $52,331-77.2% |
| Participation rate | 55.4% | 64.9%-9.5pp | 84.6%-29.2pp | 68.1%-12.7pp |
| Annual return | -2.72% | 1.62%-4.3pp | 61.98%-64.7pp | 4.54%-7.3pp |
| Employer contribution / active EE | $906 | $2,126-57.4% | $5,564-83.7% | $1,882-51.8% |
| Participant deferral / active EE | $1,312 | $2,258-41.9% | $4,895-73.2% | $3,022-56.6% |
| Admin fee / account holder | $75 | $766-90.2% | $11,612-99.4% | $592-87.3% |