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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 | $5,090 | $103,918-95.1% | $94,677-94.6% | $80,187-93.7% |
| Participation rate | 6.0% | 85.8%-79.8pp | 80.8%-74.8pp | 72.9%-66.9pp |
| Annual return | 29.39% | 27.77%+1.6pp | 156.95%-127.6pp | 40.40%-11.0pp |
| Employer contribution / active EE | $0 | $3,539-100.0% | $3,673-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $150 | $9,528-98.4% | $7,418-98.0% | $5,016-97.0% |
| Admin fee / account holder | $6 | $96-93.3% | $7,222-99.9% | $145-95.6% |