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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 | $31,536 | $107,415-70.6% | $135,974-76.8% | $80,157-60.7% |
| Participation rate | 3.9% | 78.0%-74.1pp | 81.9%-78.0pp | 72.9%-69.0pp |
| Annual return | 21.81% | 91.99%-70.2pp | 68.30%-46.5pp | 40.39%-18.6pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $511 | $8,189-93.8% | $7,760-93.4% | $5,015-89.8% |
| Admin fee / account holder | $222 | $127+74.7% | $10,767-97.9% | $145+53.1% |