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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,477 | $73,848-87.2% | $143,799-93.4% | $68,486-86.2% |
| Participation rate | 31.2% | 66.7%-35.5pp | 80.3%-49.1pp | 67.9%-36.7pp |
| Annual return | -18.03% | 0.91%-18.9pp | -0.04%-18.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $442 | $3,184-86.1% | $4,952-91.1% | $2,597-83.0% |
| Participant deferral / active EE | $834 | $3,385-75.4% | $5,638-85.2% | $4,028-79.3% |
| Admin fee / account holder | $31 | $5,755-99.5% | $14,677-99.8% | $5,404-99.4% |