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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $10,680 | $155,795-93.1% | $136,298-92.2% | $69,631-84.7% |
| Participation rate | 63.5% | 75.2%-11.7pp | 81.9%-18.4pp | 70.7%-7.2pp |
| Annual return | 395.81% | 232464.33%-232068.5pp | 5156.27%-4760.5pp | 27571.02%-27175.2pp |
| Employer contribution / active EE | $1,322 | $2,991-55.8% | $4,696-71.8% | $2,032-34.9% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $12 | $128-90.7% | $9,244-99.9% | $110-89.2% |