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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 | $8,006 | $65,125-87.7% | $143,797-94.4% | $66,949-88.0% |
| Participation rate | 39.9% | 65.2%-25.3pp | 80.3%-40.4pp | 69.8%-29.9pp |
| Annual return | -12.39% | -11.13%-1.3pp | -0.04%-12.3pp | 1.57%-14.0pp |
| Employer contribution / active EE | $487 | $2,362-79.4% | $4,952-90.2% | $2,545-80.9% |
| Participant deferral / active EE | $926 | $2,920-68.3% | $5,638-83.6% | $4,239-78.2% |
| Admin fee / account holder | $50 | $503-90.1% | $14,679-99.7% | $594-91.6% |