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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 | $6,911 | $50,860-86.4% | $155,574-95.6% | $77,714-91.1% |
| Participation rate | 46.2% | 63.1%-16.9pp | 78.2%-32.0pp | 70.6%-24.4pp |
| Annual return | 11.91% | 34.86%-23.0pp | 64.87%-53.0pp | 31.26%-19.3pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,676-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $1,311 | $2,825-53.6% | $5,629-76.7% | $4,649-71.8% |
| Admin fee / account holder | $90 | $436-79.4% | $15,914-99.4% | $433-79.2% |