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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 | $13,822 | $91,692-84.9% | $67,561-79.5% | $77,714-82.2% |
| Participation rate | 43.9% | 76.0%-32.1pp | 72.9%-29.0pp | 70.6%-26.7pp |
| Annual return | 23.29% | 14.88%+8.4pp | 3525.44%-3502.2pp | 31.26%-8.0pp |
| Employer contribution / active EE | $1,050 | $3,188-67.1% | $2,735-61.6% | $2,727-61.5% |
| Participant deferral / active EE | $1,654 | $3,912-57.7% | $4,003-58.7% | $4,649-64.4% |
| Admin fee / account holder | $15 | $245-94.1% | $4,006-99.6% | $433-96.6% |