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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 | $1,268 | $52,293-97.6% | $178,499-99.3% | $73,412-98.3% |
| Participation rate | 52.9% | 65.3%-12.4pp | 81.9%-29.0pp | 72.2%-19.3pp |
| Annual return | 30.27% | 34.75%-4.5pp | 151.10%-120.8pp | 59.30%-29.0pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $693 | $2,332-70.3% | $5,202-86.7% | $3,806-81.8% |
| Admin fee / account holder | $40 | $127-68.7% | $13,986-99.7% | $158-74.8% |