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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 | $106,247-79.3% | $147,096-85.0% | $77,714-71.6% |
| Participation rate | 68.1% | 78.4%-10.3pp | 82.2%-14.1pp | 70.6%-2.5pp |
| Annual return | 26.28% | 56.87%-30.6pp | 419.75%-393.5pp | 31.26%-5.0pp |
| Employer contribution / active EE | $2,065 | $4,069-49.3% | $4,936-58.2% | $2,727-24.3% |
| Participant deferral / active EE | $3,680 | $7,996-54.0% | $8,071-54.4% | $4,649-20.8% |
| Admin fee / account holder | $133 | $338-60.7% | $13,005-99.0% | $433-69.3% |