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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 | $23,621 | $105,200-77.5% | $159,474-85.2% | $85,847-72.5% |
| Participation rate | 43.5% | 75.8%-32.3pp | 82.8%-39.4pp | 69.3%-25.8pp |
| Annual return | 15.61% | 45.08%-29.5pp | 263.68%-248.1pp | 318.61%-303.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,055 | $5,946-31.8% | $7,353-44.9% | $3,952+2.6% |
| Admin fee / account holder | $28 | $6,934-99.6% | $10,802-99.7% | $6,261-99.6% |