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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 | $29,569-78.7% | $56,077-88.8% | $77,714-91.9% |
| Participation rate | 12.3% | 32.6%-20.3pp | 52.5%-40.2pp | 70.6%-58.3pp |
| Annual return | 15.51% | 18.90%-3.4pp | 1709.28%-1693.8pp | 31.26%-15.7pp |
| Employer contribution / active EE | $132 | $569-76.7% | $1,040-87.3% | $2,727-95.2% |
| Participant deferral / active EE | $227 | $1,061-78.6% | $1,954-88.4% | $4,649-95.1% |
| Admin fee / account holder | $20 | $1,042-98.1% | $2,825-99.3% | $433-95.5% |