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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 | $12,737 | $51,226-75.1% | $82,744-84.6% | $66,938-81.0% |
| Participation rate | 69.2% | 67.9%+1.3pp | 72.6%-3.4pp | 69.8%-0.7pp |
| Annual return | -5.19% | -9.61%+4.4pp | 702.22%-707.4pp | 1.58%-6.8pp |
| Employer contribution / active EE | $631 | $2,612-75.8% | $3,008-79.0% | $2,545-75.2% |
| Participant deferral / active EE | $725 | $3,460-79.0% | $4,395-83.5% | $4,238-82.9% |
| Admin fee / account holder | $35 | $416-91.7% | $5,325-99.4% | $594-94.2% |