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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 | $1,127 | $104,482-98.9% | $159,455-99.3% | $79,393-98.6% |
| Participation rate | 1.5% | 76.6%-75.2pp | 82.8%-81.4pp | 70.7%-69.2pp |
| Annual return | 0.00% | 67.96%-68.0pp | 263.63%-263.6pp | 116.87%-116.9pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $4,830-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $16 | $6,467-99.8% | $7,353-99.8% | $4,046-99.6% |
| Admin fee / account holder | $2 | $711-99.8% | $10,800-100.0% | $627-99.7% |