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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 | $22,033 | $106,230-79.3% | $147,080-85.0% | $77,736-71.7% |
| Participation rate | 68.1% | 78.4%-10.3pp | 82.2%-14.1pp | 70.6%-2.5pp |
| Annual return | 26.28% | 56.91%-30.6pp | 420.17%-393.9pp | 31.26%-5.0pp |
| Employer contribution / active EE | $2,065 | $4,072-49.3% | $4,933-58.1% | $2,728-24.3% |
| Participant deferral / active EE | $3,680 | $8,001-54.0% | $8,066-54.4% | $4,651-20.9% |
| Admin fee / account holder | $133 | $338-60.7% | $12,989-99.0% | $433-69.3% |