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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 | $7,656 | $37,463-79.6% | $77,100-90.1% | $66,949-88.6% |
| Participation rate | 33.3% | 52.9%-19.6pp | 67.9%-34.6pp | 69.8%-36.5pp |
| Annual return | -16.54% | -3.25%-13.3pp | 42.35%-58.9pp | 1.57%-18.1pp |
| Employer contribution / active EE | $466 | $1,535-69.7% | $2,815-83.5% | $2,545-81.7% |
| Participant deferral / active EE | $629 | $2,621-76.0% | $4,430-85.8% | $4,239-85.2% |
| Admin fee / account holder | $167 | $568-70.6% | $5,443-96.9% | $594-71.9% |