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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 | $1,692 | $65,582-97.4% | $64,101-97.4% | $71,511-97.6% |
| Participation rate | 9.1% | 73.2%-64.1pp | 72.3%-63.2pp | 67.9%-58.8pp |
| Annual return | 0.00% | 18.96%-19.0pp | 33.72%-33.7pp | 28.86%-28.9pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $2,749-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $143 | $3,628-96.1% | $3,881-96.3% | $4,291-96.7% |
| Admin fee / account holder | $0 | $616-100.0% | $3,070-100.0% | $1,588-100.0% |