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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $6,307 | $29,546-78.7% | $56,441-88.8% | $77,671-91.9% |
| Participation rate | 12.3% | 32.7%-20.4pp | 52.5%-40.2pp | 70.6%-58.3pp |
| Annual return | 15.51% | 19.01%-3.5pp | 1704.21%-1688.7pp | 31.21%-15.7pp |
| Employer contribution / active EE | $132 | $568-76.7% | $1,039-87.3% | $2,726-95.1% |
| Participant deferral / active EE | $227 | $1,061-78.6% | $1,953-88.4% | $4,648-95.1% |
| Admin fee / account holder | $20 | $1,046-98.1% | $2,829-99.3% | $430-95.5% |