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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 | $2,466 | $80,753-96.9% | $136,297-98.2% | $62,293-96.0% |
| Participation rate | 15.7% | 73.5%-57.9pp | 81.9%-66.2pp | 69.5%-53.8pp |
| Annual return | 15.95% | 35.83%-19.9pp | 5156.19%-5140.2pp | 28.90%-12.9pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $201 | $5,164-96.1% | $6,247-96.8% | $3,169-93.7% |
| Admin fee / account holder | $19 | $525-96.4% | $9,244-99.8% | $479-96.1% |