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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 | $5,412 | $37,463-85.6% | $77,100-93.0% | $66,949-91.9% |
| Participation rate | 18.3% | 52.9%-34.6pp | 67.9%-49.6pp | 69.8%-51.5pp |
| Annual return | 0.00% | -3.25%+3.2pp | 42.35%-42.4pp | 1.57%-1.6pp |
| Employer contribution / active EE | $365 | $1,535-76.2% | $2,815-87.0% | $2,545-85.7% |
| Participant deferral / active EE | $697 | $2,621-73.4% | $4,430-84.3% | $4,239-83.6% |
| Admin fee / account holder | $0 | $568-100.0% | $5,443-100.0% | $594-100.0% |