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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 | $32,707 | $102,661-68.1% | $151,639-78.4% | $66,938-51.1% |
| Participation rate | 43.1% | 85.5%-42.5pp | 87.5%-44.4pp | 69.8%-26.7pp |
| Annual return | -15.86% | -10.81%-5.1pp | 3.34%-19.2pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,848 | $4,184-55.8% | $6,165-70.0% | $2,545-27.4% |
| Participant deferral / active EE | $3,090 | $6,645-53.5% | $8,363-63.1% | $4,238-27.1% |
| Admin fee / account holder | $22 | $630-96.5% | $11,613-99.8% | $594-96.3% |