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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 | $8,962 | $84,482-89.4% | $125,363-92.9% | $66,930-86.6% |
| Participation rate | 63.4% | 76.4%-13.0pp | 82.4%-18.9pp | 69.8%-6.4pp |
| Annual return | -14.65% | -8.49%-6.2pp | 572.15%-586.8pp | 1.57%-16.2pp |
| Employer contribution / active EE | $1,223 | $3,553-65.6% | $4,815-74.6% | $2,545-52.0% |
| Participant deferral / active EE | $2,666 | $6,782-60.7% | $7,447-64.2% | $4,238-37.1% |
| Admin fee / account holder | $64 | $685-90.7% | $10,005-99.4% | $593-89.2% |