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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 | $20,999 | $53,901-61.0% | $134,155-84.3% | $73,493-71.4% |
| Participation rate | 27.2% | 62.8%-35.6pp | 72.2%-45.0pp | 70.7%-43.5pp |
| Annual return | 14.09% | 15.82%-1.7pp | 36.34%-22.3pp | 28.51%-14.4pp |
| Employer contribution / active EE | $385 | $1,458-73.6% | $3,705-89.6% | $2,270-83.0% |
| Participant deferral / active EE | $667 | $2,739-75.7% | $3,500-80.9% | $3,740-82.2% |
| Admin fee / account holder | $29 | $581-95.0% | $6,685-99.6% | $513-94.3% |