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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 | $17,403 | $91,746-81.0% | $146,643-88.1% | $93,010-81.3% |
| Participation rate | 65.3% | 80.9%-15.7pp | 80.1%-14.8pp | 73.9%-8.6pp |
| Annual return | 24.02% | 18.28%+5.7pp | 22.75%+1.3pp | 158.70%-134.7pp |
| Employer contribution / active EE | $579 | $2,815-79.4% | $4,137-86.0% | $2,705-78.6% |
| Participant deferral / active EE | $0 | $4,589-100.0% | $5,506-100.0% | $4,561-100.0% |
| Admin fee / account holder | $0 | $101-100.0% | $10,280-100.0% | $152-100.0% |