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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 | $14,222 | $52,678-73.0% | $75,784-81.2% | $59,633-76.2% |
| Participation rate | 29.8% | 67.2%-37.5pp | 75.8%-46.1pp | 68.7%-38.9pp |
| Annual return | -4.31% | 2.95%-7.3pp | 9.68%-14.0pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $6,486 | $2,193+195.7% | $3,323+95.2% | $2,203+194.5% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,300-100.0% | $4,297-100.0% |