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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $1,532 | $30,107-94.9% | $61,501-97.5% | $64,824-97.6% |
| Participation rate | 23.2% | 36.4%-13.2pp | 52.6%-29.4pp | 71.5%-48.3pp |
| Annual return | 0.00% | -13.99%+14.0pp | 339.04%-339.0pp | 32.84%-32.8pp |
| Employer contribution / active EE | $200 | $537-62.7% | $1,160-82.8% | $2,507-92.0% |
| Participant deferral / active EE | $220 | $1,126-80.5% | $2,125-89.7% | $4,311-94.9% |
| Admin fee / account holder | $5 | $148-96.6% | $2,132-99.8% | $188-97.3% |