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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $2,532 | $46,332-94.5% | $143,797-98.2% | $64,824-96.1% |
| Participation rate | 64.5% | 64.2%+0.2pp | 80.3%-15.8pp | 71.5%-7.0pp |
| Annual return | 12.93% | -10.05%+23.0pp | -0.04%+13.0pp | 32.84%-19.9pp |
| Employer contribution / active EE | $290 | $1,911-84.8% | $4,952-94.1% | $2,507-88.4% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $154-100.0% | $14,679-100.0% | $188-100.0% |