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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 | $14,979 | $65,582-77.2% | $64,101-76.6% | $71,511-79.1% |
| Participation rate | 44.0% | 73.2%-29.2pp | 72.3%-28.3pp | 67.9%-23.9pp |
| Annual return | 12.54% | 18.96%-6.4pp | 33.72%-21.2pp | 28.86%-16.3pp |
| Employer contribution / active EE | $662 | $2,671-75.2% | $2,749-75.9% | $2,589-74.4% |
| Participant deferral / active EE | $1,131 | $3,628-68.8% | $3,881-70.9% | $4,291-73.6% |
| Admin fee / account holder | $29 | $616-95.3% | $3,070-99.1% | $1,588-98.2% |