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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $314 | $89,588-99.6% | $136,072-99.8% | $77,736-99.6% |
| Participation rate | 50.8% | 74.3%-23.5pp | 76.4%-25.6pp | 70.6%-19.8pp |
| Annual return | 21.41% | 17.42%+4.0pp | 580.46%-559.0pp | 31.26%-9.9pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $4,216-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $7,028-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $539-100.0% | $6,718-100.0% | $433-100.0% |