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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 | $2,519 | $23,385-89.2% | $69,182-96.4% | $57,658-95.6% |
| Participation rate | 67.1% | 37.9%+29.2pp | 55.1%+12.0pp | 70.2%-3.1pp |
| Annual return | 8.01% | -659.34%+667.4pp | -21.93%+29.9pp | 5.13%+2.9pp |
| Employer contribution / active EE | $118 | $422-72.0% | $1,206-90.2% | $1,974-94.0% |
| Participant deferral / active EE | $202 | $843-76.0% | $1,897-89.3% | $3,061-93.4% |
| Admin fee / account holder | $4 | $82-95.5% | $2,697-99.9% | $95-96.1% |