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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 | $19,041 | $71,534-73.4% | $98,462-80.7% | $71,529-73.4% |
| Participation rate | 49.3% | 72.7%-23.4pp | 75.2%-25.9pp | 67.9%-18.7pp |
| Annual return | 17.18% | 32.44%-15.3pp | 21.17%-4.0pp | 28.97%-11.8pp |
| Employer contribution / active EE | $1,151 | $2,399-52.0% | $3,049-62.3% | $2,590-55.6% |
| Participant deferral / active EE | $1,316 | $4,109-68.0% | $4,738-72.2% | $4,291-69.3% |
| Admin fee / account holder | $92 | $1,677-94.5% | $8,875-99.0% | $1,588-94.2% |