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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 | $2,515 | $50,812-95.1% | $155,602-98.4% | $77,692-96.8% |
| Participation rate | 20.9% | 63.1%-42.2pp | 78.2%-57.3pp | 70.6%-49.7pp |
| Annual return | 28.53% | 34.85%-6.3pp | 64.81%-36.3pp | 31.25%-2.7pp |
| Employer contribution / active EE | $0 | $1,989-100.0% | $4,675-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $453 | $2,822-84.0% | $5,629-92.0% | $4,648-90.3% |
| Admin fee / account holder | $101 | $436-76.7% | $15,923-99.4% | $431-76.4% |