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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 | $4,929 | $63,346-92.2% | $92,239-94.7% | $70,124-93.0% |
| Participation rate | 35.1% | 68.7%-33.6pp | 76.5%-41.4pp | 69.5%-34.4pp |
| Annual return | 0.00% | 530.19%-530.2pp | 176.29%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $728 | $2,471-70.6% | $3,680-80.2% | $2,342-68.9% |
| Participant deferral / active EE | $1,026 | $2,854-64.0% | $3,897-73.7% | $3,332-69.2% |
| Admin fee / account holder | $11 | $3,841-99.7% | $5,194-99.8% | $4,645-99.8% |