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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 | $59,467-80.0% | $93,727-87.3% | $74,478-84.0% |
| Participation rate | 69.9% | 59.6%+10.2pp | 68.7%+1.2pp | 67.2%+2.6pp |
| Annual return | 13.41% | 82.14%-68.7pp | 133.83%-120.4pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,559 | $3,052+16.6% | $4,417-19.4% | $4,350-18.2% |
| Admin fee / account holder | $198 | $3,028-93.5% | $8,292-97.6% | $1,946-89.8% |