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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 | $3,452 | $65,125-94.7% | $143,797-97.6% | $66,949-94.8% |
| Participation rate | 7.1% | 65.2%-58.1pp | 80.3%-73.2pp | 69.8%-62.7pp |
| Annual return | 0.00% | -11.13%+11.1pp | -0.04%0pp | 1.57%-1.6pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $247 | $2,920-91.6% | $5,638-95.6% | $4,239-94.2% |
| Admin fee / account holder | $0 | $503-100.0% | $14,679-100.0% | $594-100.0% |