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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 | $13,849 | $122,042-88.7% | $184,260-92.5% | $74,459-81.4% |
| Participation rate | 64.7% | 85.5%-20.8pp | 86.8%-22.1pp | 67.2%-2.5pp |
| Annual return | 12.74% | 19.91%-7.2pp | 28.84%-16.1pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,547 | $7,143-78.3% | $9,133-83.1% | $4,350-64.4% |
| Admin fee / account holder | $11 | $1,252-99.1% | $13,898-99.9% | $1,945-99.4% |