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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 | $11,887 | $59,402-80.0% | $93,654-87.3% | $74,546-84.1% |
| Participation rate | 69.9% | 59.7%+10.2pp | 68.7%+1.1pp | 67.2%+2.7pp |
| Annual return | 13.41% | 81.86%-68.4pp | 133.34%-119.9pp | 1366.03%-1352.6pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,421-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,559 | $3,049+16.7% | $4,413-19.4% | $4,347-18.1% |
| Admin fee / account holder | $198 | $3,023-93.5% | $8,282-97.6% | $1,944-89.8% |