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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 | $9,441 | $47,180-80.0% | $149,723-93.7% | $74,473-87.3% |
| Participation rate | 68.0% | 63.4%+4.6pp | 78.8%-10.8pp | 70.7%-2.7pp |
| Annual return | 18.38% | 22.75%-4.4pp | 134.50%-116.1pp | 34.36%-16.0pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $2,115 | $2,730-22.5% | $5,682-62.8% | $4,530-53.3% |
| Admin fee / account holder | $67 | $343-80.4% | $13,215-99.5% | $347-80.6% |