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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 | $12,275 | $44,764-72.6% | $68,803-82.2% | $64,824-81.1% |
| Participation rate | 44.4% | 64.8%-20.4pp | 69.0%-24.6pp | 71.5%-27.1pp |
| Annual return | -17.12% | -10.91%-6.2pp | -6.37%-10.7pp | 32.84%-50.0pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,656-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $216 | $3,238-93.3% | $3,942-94.5% | $4,311-95.0% |
| Admin fee / account holder | $189 | $151+25.0% | $4,936-96.2% | $188+0.7% |