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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 | $10,203 | $37,196-72.6% | $154,111-93.4% | $55,725-81.7% |
| Participation rate | 49.1% | 64.1%-15.0pp | 83.0%-33.9pp | 70.9%-21.7pp |
| Annual return | -3.05% | 1319.68%-1322.7pp | 735.18%-738.2pp | 244.93%-248.0pp |
| Employer contribution / active EE | $361 | $1,614-77.6% | $5,298-93.2% | $2,078-82.6% |
| Participant deferral / active EE | $214 | $2,068-89.7% | $5,081-95.8% | $3,356-93.6% |
| Admin fee / account holder | $3 | $102-96.6% | $13,411-100.0% | $115-97.0% |