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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 | $28,510 | $89,438-68.1% | $164,928-82.7% | $77,692-63.3% |
| Participation rate | 57.5% | 78.6%-21.2pp | 78.6%-21.2pp | 70.6%-13.1pp |
| Annual return | 17.58% | 28.82%-11.2pp | 70.08%-52.5pp | 31.25%-13.7pp |
| Employer contribution / active EE | $1,267 | $2,567-50.6% | $4,343-70.8% | $2,726-53.5% |
| Participant deferral / active EE | $2,151 | $4,901-56.1% | $6,034-64.3% | $4,648-53.7% |
| Admin fee / account holder | $2 | $340-99.5% | $12,684-100.0% | $431-99.6% |