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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 | $9,166 | $65,125-85.9% | $143,797-93.6% | $66,949-86.3% |
| Participation rate | 29.1% | 65.2%-36.1pp | 80.3%-51.2pp | 69.8%-40.7pp |
| Annual return | -13.55% | -11.13%-2.4pp | -0.04%-13.5pp | 1.57%-15.1pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $261 | $2,920-91.1% | $5,638-95.4% | $4,239-93.8% |
| Admin fee / account holder | $126 | $503-74.8% | $14,679-99.1% | $594-78.7% |