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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 | $15,098 | $64,286-76.5% | $90,970-83.4% | $73,412-79.4% |
| Participation rate | 61.1% | 63.6%-2.5pp | 69.0%-7.9pp | 72.2%-11.1pp |
| Annual return | 19.06% | 21.46%-2.4pp | 134.58%-115.5pp | 59.30%-40.2pp |
| Employer contribution / active EE | $653 | $895-27.0% | $2,122-69.2% | $2,234-70.8% |
| Participant deferral / active EE | $1,037 | $2,453-57.7% | $3,373-69.3% | $3,806-72.7% |
| Admin fee / account holder | $4 | $287-98.6% | $5,960-99.9% | $158-97.5% |