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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 | $12,860 | $61,166-79.0% | $185,849-93.1% | $79,391-83.8% |
| Participation rate | 28.5% | 66.6%-38.2pp | 81.7%-53.3pp | 70.7%-42.3pp |
| Annual return | 18.58% | 19.45%-0.9pp | 122.10%-103.5pp | 116.88%-98.3pp |
| Employer contribution / active EE | $411 | $2,321-82.3% | $5,169-92.0% | $2,428-83.1% |
| Participant deferral / active EE | $774 | $2,789-72.2% | $5,569-86.1% | $4,046-80.9% |
| Admin fee / account holder | $99 | $710-86.0% | $16,244-99.4% | $627-84.2% |