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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 | $10,359 | $75,962-86.4% | $154,111-93.3% | $64,173-83.9% |
| Participation rate | 67.1% | 70.4%-3.3pp | 83.0%-15.9pp | 69.6%-2.5pp |
| Annual return | -3.88% | 30.32%-34.2pp | 735.18%-739.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $637 | $3,350-81.0% | $5,298-88.0% | $2,381-73.3% |
| Participant deferral / active EE | $758 | $3,175-76.1% | $5,081-85.1% | $3,470-78.2% |
| Admin fee / account holder | $76 | $5,589-98.6% | $13,411-99.4% | $4,887-98.4% |