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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $13,731 | $37,044-62.9% | $71,796-80.9% | $57,658-76.2% |
| Participation rate | 37.5% | 61.1%-23.6pp | 69.1%-31.6pp | 70.2%-32.8pp |
| Annual return | 8.56% | 12.64%-4.1pp | 78.04%-69.5pp | 5.13%+3.4pp |
| Employer contribution / active EE | $98 | $720-86.4% | $1,924-94.9% | $1,974-95.0% |
| Participant deferral / active EE | $1,147 | $1,974-41.9% | $2,794-58.9% | $3,061-62.5% |
| Admin fee / account holder | $68 | $101-32.5% | $4,815-98.6% | $95-27.9% |