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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 | $20,013 | $73,149-72.6% | $120,574-83.4% | $77,736-74.3% |
| Participation rate | 50.5% | 55.2%-4.6pp | 71.9%-21.4pp | 70.6%-20.1pp |
| Annual return | 14.06% | 18.24%-4.2pp | 107.42%-93.4pp | 31.26%-17.2pp |
| Employer contribution / active EE | $468 | $1,793-73.9% | $3,471-86.5% | $2,728-82.8% |
| Participant deferral / active EE | $1,059 | $3,006-64.8% | $4,996-78.8% | $4,651-77.2% |
| Admin fee / account holder | $8 | $660-98.8% | $9,445-99.9% | $433-98.1% |