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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 | $20,770 | $78,483-73.5% | $106,201-80.4% | $74,546-72.1% |
| Participation rate | 58.9% | 72.8%-13.9pp | 75.3%-16.4pp | 67.2%-8.4pp |
| Annual return | 12.09% | 15.94%-3.9pp | 116.26%-104.2pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $1,434 | $2,522-43.1% | $3,170-54.8% | $2,624-45.4% |
| Participant deferral / active EE | $1,849 | $4,320-57.2% | $5,012-63.1% | $4,347-57.5% |
| Admin fee / account holder | $134 | $2,236-94.0% | $11,039-98.8% | $1,944-93.1% |