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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 | $2,193 | $37,418-94.1% | $77,096-97.2% | $77,906-97.2% |
| Participation rate | 7.8% | 46.9%-39.1pp | 67.9%-60.1pp | 73.7%-65.9pp |
| Annual return | 0.00% | -7.13%+7.1pp | 42.35%-42.3pp | 12.16%-12.2pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,814-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $185 | $2,572-92.8% | $4,429-95.8% | $4,805-96.1% |
| Admin fee / account holder | $13 | $126-90.1% | $5,428-99.8% | $133-90.6% |