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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 | $23,080 | $79,438-70.9% | $106,554-78.3% | $79,389-70.9% |
| Participation rate | 41.1% | 74.2%-33.1pp | 76.1%-35.1pp | 70.7%-29.6pp |
| Annual return | 12.30% | 18.27%-6.0pp | 26.80%-14.5pp | 116.89%-104.6pp |
| Employer contribution / active EE | $1,129 | $2,235-49.5% | $2,819-60.0% | $2,428-53.5% |
| Participant deferral / active EE | $1,256 | $3,824-67.2% | $4,398-71.5% | $4,046-69.0% |
| Admin fee / account holder | $41 | $523-92.2% | $7,408-99.5% | $626-93.5% |