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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 | $9,956 | $49,451-79.9% | $79,580-87.5% | $66,938-85.1% |
| Participation rate | 67.8% | 61.3%+6.4pp | 69.5%-1.7pp | 69.8%-2.0pp |
| Annual return | 0.00% | 84.25%-84.3pp | 0.15%-0.2pp | 1.58%-1.6pp |
| Employer contribution / active EE | $389 | $1,266-69.3% | $2,413-83.9% | $2,545-84.7% |
| Participant deferral / active EE | $831 | $3,159-73.7% | $3,985-79.2% | $4,238-80.4% |
| Admin fee / account holder | $6 | $595-99.0% | $6,835-99.9% | $594-99.0% |