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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 | $2,558 | $22,714-88.7% | $59,496-95.7% | $55,191-95.4% |
| Participation rate | 68.8% | 37.5%+31.3pp | 54.6%+14.2pp | 69.2%-0.4pp |
| Annual return | -0.36% | -44.01%+43.6pp | 182.05%-182.4pp | 10.78%-11.1pp |
| Employer contribution / active EE | $125 | $418-70.0% | $1,153-89.1% | $1,899-93.4% |
| Participant deferral / active EE | $223 | $843-73.6% | $1,829-87.8% | $3,046-92.7% |
| Admin fee / account holder | $5 | $83-93.5% | $2,232-99.8% | $91-94.1% |