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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 | $7,870 | $65,125-87.9% | $143,797-94.5% | $66,949-88.2% |
| Participation rate | 21.1% | 65.2%-44.1pp | 80.3%-59.3pp | 69.8%-48.8pp |
| Annual return | -3.29% | -11.13%+7.8pp | -0.04%-3.2pp | 1.57%-4.9pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $256 | $2,920-91.2% | $5,638-95.5% | $4,239-94.0% |
| Admin fee / account holder | $44 | $503-91.2% | $14,679-99.7% | $594-92.6% |