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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 | $3,609 | $77,638-95.4% | $156,551-97.7% | $62,881-94.3% |
| Participation rate | 34.7% | 71.2%-36.5pp | 84.0%-49.3pp | 69.3%-34.6pp |
| Annual return | -0.33% | 50.33%-50.7pp | 32.23%-32.6pp | 20.14%-20.5pp |
| Employer contribution / active EE | $540 | $3,444-84.3% | $5,501-90.2% | $2,281-76.3% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $15 | $5,561-99.7% | $13,028-99.9% | $4,296-99.7% |