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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 | $12,481 | $42,367-70.5% | $79,576-84.3% | $64,814-80.7% |
| Participation rate | 1.4% | 64.7%-63.3pp | 69.5%-68.1pp | 71.5%-70.1pp |
| Annual return | -16.91% | -12.23%-4.7pp | 0.15%-17.1pp | 32.84%-49.7pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $43 | $3,170-98.6% | $3,985-98.9% | $4,310-99.0% |
| Admin fee / account holder | $157 | $160-1.5% | $6,834-97.7% | $188-16.3% |