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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 | $782 | $77,677-99.0% | $109,173-99.3% | $79,391-99.0% |
| Participation rate | 58.4% | 67.8%-9.4pp | 75.9%-17.5pp | 70.7%-12.3pp |
| Annual return | 0.00% | 23.44%-23.4pp | 25.75%-25.8pp | 116.88%-116.9pp |
| Employer contribution / active EE | $0 | $2,798-100.0% | $3,723-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $468 | $3,517-86.7% | $4,654-89.9% | $4,046-88.4% |
| Admin fee / account holder | $7 | $732-99.1% | $6,755-99.9% | $627-99.0% |