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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 | $1,740 | $104,479-98.3% | $159,474-98.9% | $79,391-97.8% |
| Participation rate | 19.3% | 76.6%-57.4pp | 82.8%-63.6pp | 70.7%-51.5pp |
| Annual return | 0.00% | 67.98%-68.0pp | 263.68%-263.7pp | 116.88%-116.9pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $81 | $6,468-98.7% | $7,353-98.9% | $4,046-98.0% |
| Admin fee / account holder | $2 | $711-99.8% | $10,802-100.0% | $627-99.7% |