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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 | $1,085 | $37,044-97.1% | $71,796-98.5% | $57,658-98.1% |
| Participation rate | 2.5% | 61.1%-58.6pp | 69.1%-66.6pp | 70.2%-67.8pp |
| Annual return | 6.43% | 12.64%-6.2pp | 78.04%-71.6pp | 5.13%+1.3pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $52 | $1,974-97.3% | $2,794-98.1% | $3,061-98.3% |
| Admin fee / account holder | $14 | $101-86.5% | $4,815-99.7% | $95-85.6% |