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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $4,339 | $39,243-88.9% | $80,784-94.6% | $79,389-94.5% |
| Participation rate | 24.3% | 41.0%-16.8pp | 54.2%-29.9pp | 70.7%-46.4pp |
| Annual return | 0.00% | 98.95%-98.9pp | 87.31%-87.3pp | 116.89%-116.9pp |
| Employer contribution / active EE | $146 | $593-75.3% | $1,160-87.4% | $2,428-94.0% |
| Participant deferral / active EE | $901 | $1,262-28.6% | $2,145-58.0% | $4,046-77.7% |
| Admin fee / account holder | $0 | $647-100.0% | $3,380-100.0% | $626-100.0% |