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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 | $16,383 | $81,494-79.9% | $133,978-87.8% | $73,497-77.7% |
| Participation rate | 38.8% | 76.4%-37.6pp | 79.8%-41.0pp | 70.7%-31.9pp |
| Annual return | 23.58% | 19.40%+4.2pp | 45.10%-21.5pp | 28.51%-4.9pp |
| Employer contribution / active EE | $778 | $2,210-64.8% | $3,919-80.2% | $2,270-65.8% |
| Participant deferral / active EE | $1,438 | $3,787-62.0% | $5,047-71.5% | $3,740-61.5% |
| Admin fee / account holder | $143 | $713-80.0% | $8,930-98.4% | $513-72.2% |