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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 | $5,938 | $45,719-87.0% | $96,171-93.8% | $93,010-93.6% |
| Participation rate | 1.4% | 45.8%-44.4pp | 68.4%-67.0pp | 73.9%-72.5pp |
| Annual return | 67.69% | 3211.95%-3144.3pp | 192.04%-124.4pp | 158.70%-91.0pp |
| Employer contribution / active EE | $0 | $1,139-100.0% | $2,799-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $143 | $2,344-93.9% | $4,350-96.7% | $4,561-96.9% |
| Admin fee / account holder | $109 | $128-14.6% | $5,538-98.0% | $152-27.9% |