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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 | $3,337 | $48,432-93.1% | $121,204-97.2% | $71,511-95.3% |
| Participation rate | 56.7% | 54.3%+2.4pp | 69.5%-12.8pp | 67.9%-11.2pp |
| Annual return | 22.83% | 23.28%-0.4pp | 987.18%-964.3pp | 28.86%-6.0pp |
| Employer contribution / active EE | $484 | $1,493-67.6% | $4,170-88.4% | $2,589-81.3% |
| Participant deferral / active EE | $1,157 | $2,756-58.0% | $4,083-71.7% | $4,291-73.0% |
| Admin fee / account holder | $57 | $1,845-96.9% | $5,651-99.0% | $1,588-96.4% |