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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 | $14,444 | $83,023-82.6% | $102,437-85.9% | $77,762-81.4% |
| Participation rate | 53.9% | 71.5%-17.6pp | 74.5%-20.6pp | 70.6%-16.7pp |
| Annual return | 17.77% | 19.12%-1.4pp | 24.95%-7.2pp | 31.27%-13.5pp |
| Employer contribution / active EE | $1,144 | $3,552-67.8% | $3,871-70.4% | $2,728-58.1% |
| Participant deferral / active EE | $1,756 | $4,110-57.3% | $5,060-65.3% | $4,651-62.2% |
| Admin fee / account holder | $19 | $639-97.0% | $8,388-99.8% | $433-95.6% |