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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 | $29,780 | $89,438-66.7% | $164,928-81.9% | $77,692-61.7% |
| Participation rate | 42.7% | 78.6%-35.9pp | 78.6%-35.9pp | 70.6%-27.9pp |
| Annual return | 25.98% | 28.82%-2.8pp | 70.08%-44.1pp | 31.25%-5.3pp |
| Employer contribution / active EE | $1,233 | $2,567-52.0% | $4,343-71.6% | $2,726-54.8% |
| Participant deferral / active EE | $2,301 | $4,901-53.1% | $6,034-61.9% | $4,648-50.5% |
| Admin fee / account holder | $104 | $340-69.4% | $12,684-99.2% | $431-75.8% |