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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 | $2,958 | $52,122-94.3% | $104,301-97.2% | $64,814-95.4% |
| Participation rate | 44.5% | 56.0%-11.5pp | 73.3%-28.8pp | 71.5%-27.0pp |
| Annual return | 0.00% | 13.26%-13.3pp | 24.61%-24.6pp | 32.84%-32.8pp |
| Employer contribution / active EE | $568 | $1,627-65.1% | $3,373-83.1% | $2,507-77.3% |
| Participant deferral / active EE | $946 | $2,823-66.5% | $4,626-79.6% | $4,310-78.1% |
| Admin fee / account holder | $23 | $155-85.4% | $7,340-99.7% | $188-87.9% |