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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 | $11,723 | $46,173-74.6% | $170,439-93.1% | $69,631-83.2% |
| Participation rate | 47.5% | 63.9%-16.3pp | 83.6%-36.0pp | 70.7%-23.1pp |
| Annual return | 859.11% | 21.62%+837.5pp | 205.94%+653.2pp | 27571.02%-26711.9pp |
| Employer contribution / active EE | $292 | $1,610-81.9% | $5,433-94.6% | $2,032-85.6% |
| Participant deferral / active EE | $78 | $2,080-96.3% | $4,939-98.4% | $3,224-97.6% |
| Admin fee / account holder | $2 | $116-98.3% | $13,881-100.0% | $110-98.2% |