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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $18,508 | $73,102-74.7% | $123,553-85.0% | $56,289-67.1% |
| Participation rate | 41.8% | 74.3%-32.5pp | 82.3%-40.5pp | 69.9%-28.1pp |
| Annual return | -6.42% | 3.01%-9.4pp | 119.21%-125.6pp | -9.96%+3.5pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,869 | $5,423-65.5% | $6,426-70.9% | $3,350-44.2% |
| Admin fee / account holder | $3 | $554-99.5% | $9,284-100.0% | $521-99.5% |