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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 | $3,334 | $63,471-94.7% | $68,808-95.2% | $66,938-95.0% |
| Participation rate | 42.4% | 60.0%-17.6pp | 69.0%-26.6pp | 69.8%-27.4pp |
| Annual return | 0.00% | -8.29%+8.3pp | -6.37%+6.4pp | 1.58%-1.6pp |
| Employer contribution / active EE | $564 | $1,776-68.3% | $2,656-78.8% | $2,545-77.8% |
| Participant deferral / active EE | $846 | $2,946-71.3% | $3,942-78.5% | $4,238-80.0% |
| Admin fee / account holder | $2 | $578-99.7% | $4,936-100.0% | $594-99.7% |