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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $5,323 | $58,888-91.0% | $178,499-97.0% | $73,493-92.8% |
| Participation rate | 59.1% | 66.2%-7.2pp | 81.9%-22.9pp | 70.7%-11.6pp |
| Annual return | 37.94% | 24.86%+13.1pp | 151.10%-113.2pp | 28.51%+9.4pp |
| Employer contribution / active EE | $137 | $2,236-93.9% | $5,011-97.3% | $2,270-94.0% |
| Participant deferral / active EE | $2,597 | $2,568+1.1% | $5,202-50.1% | $3,740-30.6% |
| Admin fee / account holder | $20 | $400-94.9% | $13,986-99.9% | $513-96.1% |