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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 | $11,779 | $35,485-66.8% | $74,549-84.2% | $55,725-78.9% |
| Participation rate | 48.3% | 62.5%-14.3pp | 69.1%-20.9pp | 70.9%-22.6pp |
| Annual return | -1.23% | 0.72%-2.0pp | 32.53%-33.8pp | 244.93%-246.2pp |
| Employer contribution / active EE | $18 | $777-97.7% | $1,961-99.1% | $2,078-99.1% |
| Participant deferral / active EE | $1,754 | $2,181-19.6% | $3,108-43.6% | $3,356-47.7% |
| Admin fee / account holder | $50 | $114-56.5% | $5,059-99.0% | $115-56.8% |