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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 | $4,714 | $35,485-86.7% | $74,549-93.7% | $55,725-91.5% |
| Participation rate | 16.9% | 62.5%-45.6pp | 69.1%-52.3pp | 70.9%-54.0pp |
| Annual return | 0.00% | 0.72%-0.7pp | 32.53%-32.5pp | 244.93%-244.9pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $863 | $2,181-60.4% | $3,108-72.2% | $3,356-74.3% |
| Admin fee / account holder | $46 | $114-60.2% | $5,059-99.1% | $115-60.4% |