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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 | $11,824 | $65,437-81.9% | $86,698-86.4% | $66,949-82.3% |
| Participation rate | 58.6% | 75.5%-16.8pp | 76.6%-17.9pp | 69.8%-11.2pp |
| Annual return | -17.31% | -10.91%-6.4pp | 35.96%-53.3pp | 1.57%-18.9pp |
| Employer contribution / active EE | $1,239 | $2,154-42.5% | $2,837-56.3% | $2,545-51.3% |
| Participant deferral / active EE | $1,782 | $4,102-56.6% | $4,656-61.7% | $4,239-58.0% |
| Admin fee / account holder | $8 | $642-98.7% | $7,492-99.9% | $594-98.6% |