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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 | $89,465-68.1% | $165,071-82.7% | $77,736-63.3% |
| Participation rate | 57.5% | 78.6%-21.2pp | 78.6%-21.2pp | 70.6%-13.1pp |
| Annual return | 17.58% | 28.86%-11.3pp | 70.17%-52.6pp | 31.26%-13.7pp |
| Employer contribution / active EE | $1,267 | $2,565-50.6% | $4,347-70.8% | $2,728-53.5% |
| Participant deferral / active EE | $2,151 | $4,904-56.1% | $6,035-64.4% | $4,651-53.7% |
| Admin fee / account holder | $2 | $340-99.5% | $12,695-100.0% | $433-99.6% |