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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 | $23,877 | $89,652-73.4% | $141,197-83.1% | $65,186-63.4% |
| Participation rate | 37.2% | 74.7%-37.5pp | 82.5%-45.2pp | 70.2%-33.0pp |
| Annual return | 21.16% | 32.79%-11.6pp | 71.41%-50.2pp | 29.39%-8.2pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,775 | $5,691-68.8% | $6,710-73.5% | $3,514-49.5% |
| Admin fee / account holder | $10 | $569-98.2% | $10,265-99.9% | $847-98.8% |