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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 | $9,541 | $73,848-87.1% | $143,799-93.4% | $68,486-86.1% |
| Participation rate | 56.3% | 66.7%-10.4pp | 80.3%-24.1pp | 67.9%-11.6pp |
| Annual return | -18.04% | 0.91%-18.9pp | -0.04%-18.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,118 | $3,385-67.0% | $5,638-80.2% | $4,028-72.2% |
| Admin fee / account holder | $60 | $5,755-99.0% | $14,677-99.6% | $5,404-98.9% |