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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $6,013 | $61,391-90.2% | $149,723-96.0% | $71,529-91.6% |
| Participation rate | 68.7% | 62.5%+6.2pp | 78.8%-10.1pp | 67.9%+0.8pp |
| Annual return | 0.00% | 35.88%-35.9pp | 134.50%-134.5pp | 28.97%-29.0pp |
| Employer contribution / active EE | $139 | $2,384-94.2% | $4,821-97.1% | $2,590-94.6% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,264-100.0% | $13,215-100.0% | $1,588-100.0% |