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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 | $711 | $64,176-98.9% | $112,249-99.4% | $66,938-98.9% |
| Participation rate | 4.2% | 68.4%-64.3pp | 75.1%-70.9pp | 69.8%-65.6pp |
| Annual return | 0.00% | -13.80%+13.8pp | 27.48%-27.5pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $3,636-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $33 | $3,694-99.1% | $4,729-99.3% | $4,238-99.2% |
| Admin fee / account holder | $0 | $626-100.0% | $6,412-100.0% | $594-100.0% |