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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 | $11,010 | $104,479-89.5% | $159,474-93.1% | $79,391-86.1% |
| Participation rate | 31.7% | 76.6%-44.9pp | 82.8%-51.1pp | 70.7%-39.0pp |
| Annual return | 36.16% | 67.98%-31.8pp | 263.68%-227.5pp | 116.88%-80.7pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,733 | $6,468-73.2% | $7,353-76.4% | $4,046-57.2% |
| Admin fee / account holder | $215 | $711-69.8% | $10,802-98.0% | $627-65.7% |