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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,289 | $59,105-75.8% | $160,009-91.1% | $66,938-78.7% |
| Participation rate | 55.4% | 68.1%-12.7pp | 78.0%-22.6pp | 69.8%-14.4pp |
| Annual return | -13.13% | -12.26%-0.9pp | 408.85%-422.0pp | 1.58%-14.7pp |
| Employer contribution / active EE | $2,048 | $1,983+3.3% | $4,225-51.5% | $2,545-19.5% |
| Participant deferral / active EE | $2,015 | $4,395-54.1% | $6,183-67.4% | $4,238-52.5% |
| Admin fee / account holder | $9 | $591-98.5% | $8,715-99.9% | $594-98.5% |