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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $4,719 | $64,311-92.7% | $110,243-95.7% | $75,289-93.7% |
| Participation rate | 67.0% | 79.3%-12.2pp | 79.8%-12.8pp | 72.4%-5.4pp |
| Annual return | 35.42% | -1.74%+37.2pp | 314.76%-279.3pp | -0.04%+35.5pp |
| Employer contribution / active EE | $0 | $2,404-100.0% | $3,827-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $3,892-100.0% | $4,672-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $8,548-100.0% | $102-100.0% |