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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 | $12,457 | $37,196-66.5% | $154,108-91.9% | $55,725-77.6% |
| Participation rate | 33.2% | 64.1%-30.8pp | 83.0%-49.8pp | 70.9%-37.6pp |
| Annual return | -3.62% | 1319.68%-1323.3pp | 735.21%-738.8pp | 244.93%-248.6pp |
| Employer contribution / active EE | $799 | $1,614-50.5% | $5,298-84.9% | $2,078-61.6% |
| Participant deferral / active EE | $678 | $2,068-67.2% | $5,081-86.7% | $3,356-79.8% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |