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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 | $3,282 | $23,224-85.9% | $71,086-95.4% | $55,725-94.1% |
| Participation rate | 18.1% | 37.9%-19.8pp | 54.7%-36.6pp | 70.9%-52.8pp |
| Annual return | -3.41% | -2.87%-0.5pp | 650.59%-654.0pp | 244.93%-248.3pp |
| Employer contribution / active EE | $119 | $436-72.7% | $1,088-89.1% | $2,078-94.3% |
| Participant deferral / active EE | $217 | $929-76.6% | $1,874-88.4% | $3,356-93.5% |
| Admin fee / account holder | $2 | $118-98.7% | $3,082-99.9% | $115-98.6% |