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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 | $2,880 | $84,493-96.6% | $125,381-97.7% | $66,938-95.7% |
| Participation rate | 46.8% | 76.4%-29.6pp | 82.4%-35.6pp | 69.8%-23.0pp |
| Annual return | -15.94% | -8.49%-7.5pp | 572.31%-588.2pp | 1.58%-17.5pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $676 | $6,783-90.0% | $7,448-90.9% | $4,238-84.1% |
| Admin fee / account holder | $62 | $685-90.9% | $10,007-99.4% | $594-89.5% |