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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $1,119 | $47,448-97.6% | $94,993-98.8% | $62,293-98.2% |
| Participation rate | 21.3% | 66.5%-45.2pp | 73.9%-52.6pp | 69.5%-48.3pp |
| Annual return | 18.46% | 22.64%-4.2pp | 27.14%-8.7pp | 28.90%-10.4pp |
| Employer contribution / active EE | $0 | $1,300-100.0% | $2,603-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $2,375-100.0% | $3,317-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $434-100.0% | $4,960-100.0% | $479-100.0% |