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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 | $12,562 | $36,916-66.0% | $156,551-92.0% | $57,658-78.2% |
| Participation rate | 40.9% | 63.4%-22.5pp | 84.0%-43.1pp | 70.2%-29.3pp |
| Annual return | 2.84% | 12.38%-9.5pp | 32.23%-29.4pp | 5.13%-2.3pp |
| Employer contribution / active EE | $489 | $1,571-68.8% | $5,501-91.1% | $1,974-75.2% |
| Participant deferral / active EE | $859 | $1,926-55.4% | $4,871-82.4% | $3,061-71.9% |
| Admin fee / account holder | $28 | $82-65.6% | $13,028-99.8% | $95-70.0% |