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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 | $14,955 | $110,083-86.4% | $151,639-90.1% | $68,486-78.2% |
| Participation rate | 22.2% | 84.0%-61.7pp | 87.5%-65.3pp | 67.9%-45.7pp |
| Annual return | -17.07% | -10.12%-6.9pp | 3.34%-20.4pp | -7.85%-9.2pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $897 | $6,526-86.3% | $8,363-89.3% | $4,028-77.7% |
| Admin fee / account holder | $3 | $7,718-100.0% | $11,613-100.0% | $5,404-99.9% |