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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 | $24,841 | $99,957-75.1% | $149,730-83.4% | $73,493-66.2% |
| Participation rate | 39.3% | 75.7%-36.4pp | 82.5%-43.1pp | 70.7%-31.3pp |
| Annual return | 24.06% | 53.87%-29.8pp | 276.70%-252.6pp | 28.51%-4.5pp |
| Employer contribution / active EE | $748 | $3,191-76.6% | $4,645-83.9% | $2,270-67.0% |
| Participant deferral / active EE | $1,878 | $6,073-69.1% | $6,843-72.6% | $3,740-49.8% |
| Admin fee / account holder | $23 | $551-95.9% | $9,310-99.8% | $513-95.6% |