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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 | $2,020 | $46,332-95.6% | $143,799-98.6% | $64,819-96.9% |
| Participation rate | 8.3% | 64.2%-55.9pp | 80.3%-72.0pp | 71.5%-63.1pp |
| Annual return | 0.00% | -10.05%+10.1pp | -0.04%0pp | 32.84%-32.8pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $106 | $2,647-96.0% | $5,638-98.1% | $4,311-97.5% |
| Admin fee / account holder | $11 | $154-92.9% | $14,677-99.9% | $188-94.2% |