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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 | $17,154 | $65,437-73.8% | $86,698-80.2% | $66,949-74.4% |
| Participation rate | 47.5% | 75.5%-28.0pp | 76.6%-29.1pp | 69.8%-22.3pp |
| Annual return | -15.22% | -10.91%-4.3pp | 35.96%-51.2pp | 1.57%-16.8pp |
| Employer contribution / active EE | $1,213 | $2,154-43.7% | $2,837-57.2% | $2,545-52.3% |
| Participant deferral / active EE | $1,842 | $4,102-55.1% | $4,656-60.4% | $4,239-56.5% |
| Admin fee / account holder | $21 | $642-96.8% | $7,492-99.7% | $594-96.5% |