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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 | $3,545 | $37,884-90.6% | $79,467-95.5% | $75,289-95.3% |
| Participation rate | 65.1% | 65.0%+0.1pp | 73.3%-8.2pp | 72.4%-7.3pp |
| Annual return | 0.00% | 1.06%-1.1pp | 718.30%-718.3pp | -0.04%0pp |
| Employer contribution / active EE | $2,319 | $1,680+38.0% | $2,800-17.2% | $2,405-3.6% |
| Participant deferral / active EE | $0 | $2,569-100.0% | $3,704-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $77-100.0% | $5,104-100.0% | $102-100.0% |