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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 | $1,322 | $50,458-97.4% | $159,991-99.2% | $64,814-98.0% |
| Participation rate | 55.7% | 68.0%-12.3pp | 78.0%-22.2pp | 71.5%-15.7pp |
| Annual return | 0.00% | -13.42%+13.4pp | 408.82%-408.8pp | 32.84%-32.8pp |
| Employer contribution / active EE | $0 | $1,722-100.0% | $4,225-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $741 | $4,004-81.5% | $6,183-88.0% | $4,310-82.8% |
| Admin fee / account holder | $1 | $706-99.9% | $8,715-100.0% | $188-99.6% |