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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 | $12,710 | $59,105-78.5% | $159,991-92.1% | $66,930-81.0% |
| Participation rate | 36.4% | 68.1%-31.7pp | 78.0%-41.5pp | 69.8%-33.4pp |
| Annual return | 19.36% | -12.26%+31.6pp | 408.82%-389.5pp | 1.57%+17.8pp |
| Employer contribution / active EE | $754 | $1,983-62.0% | $4,225-82.2% | $2,545-70.4% |
| Participant deferral / active EE | $1,304 | $4,395-70.3% | $6,183-78.9% | $4,238-69.2% |
| Admin fee / account holder | $10 | $591-98.4% | $8,715-99.9% | $593-98.4% |