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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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,887 | $65,092-94.0% | $143,799-97.3% | $66,938-94.2% |
| Participation rate | 16.8% | 65.2%-48.4pp | 80.3%-63.5pp | 69.8%-53.0pp |
| Annual return | 0.00% | -11.14%+11.1pp | -0.04%0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $833 | $2,920-71.5% | $5,638-85.2% | $4,238-80.3% |
| Admin fee / account holder | $3 | $502-99.3% | $14,677-100.0% | $594-99.4% |