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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 | $14,165 | $55,002-74.2% | $59,887-76.3% | $56,287-74.8% |
| Participation rate | 46.1% | 75.9%-29.8pp | 74.7%-28.6pp | 69.9%-23.8pp |
| Annual return | -7.92% | 1.13%-9.1pp | 3.46%-11.4pp | -9.96%+2.0pp |
| Employer contribution / active EE | $1,327 | $2,448-45.8% | $2,722-51.3% | $2,111-37.2% |
| Participant deferral / active EE | $2,238 | $3,121-28.3% | $3,402-34.2% | $3,350-33.2% |
| Admin fee / account holder | $33 | $236-85.8% | $3,591-99.1% | $521-93.6% |