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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 | $11,911 | $71,872-83.4% | $86,691-86.3% | $68,495-82.6% |
| Participation rate | 45.3% | 72.2%-27.0pp | 76.6%-31.3pp | 67.9%-22.6pp |
| Annual return | -9.03% | 3.53%-12.6pp | 35.94%-45.0pp | -7.84%-1.2pp |
| Employer contribution / active EE | $750 | $2,173-65.5% | $2,837-73.5% | $2,596-71.1% |
| Participant deferral / active EE | $1,727 | $3,779-54.3% | $4,656-62.9% | $4,028-57.1% |
| Admin fee / account holder | $114 | $6,112-98.1% | $7,492-98.5% | $5,403-97.9% |