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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 | $28,994 | $70,917-59.1% | $98,920-70.7% | $73,497-60.6% |
| Participation rate | 18.5% | 73.8%-55.3pp | 76.0%-57.6pp | 70.7%-52.2pp |
| Annual return | 14.13% | 34.18%-20.0pp | 196.47%-182.3pp | 28.51%-14.4pp |
| Employer contribution / active EE | $600 | $2,037-70.6% | $2,689-77.7% | $2,270-73.6% |
| Participant deferral / active EE | $698 | $3,501-80.1% | $4,245-83.6% | $3,740-81.3% |
| Admin fee / account holder | $73 | $535-86.4% | $6,643-98.9% | $513-85.8% |