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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 | $13,447 | $61,166-78.0% | $185,837-92.8% | $79,393-83.1% |
| Participation rate | 11.1% | 66.6%-55.5pp | 81.7%-70.6pp | 70.7%-59.6pp |
| Annual return | 21.27% | 19.45%+1.8pp | 122.08%-100.8pp | 116.87%-95.6pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,168-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $785 | $2,789-71.8% | $5,568-85.9% | $4,046-80.6% |
| Admin fee / account holder | $39 | $710-94.5% | $16,241-99.8% | $627-93.8% |