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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 | $15,290 | $55,636-72.5% | $81,982-81.3% | $73,497-79.2% |
| Participation rate | 62.1% | 62.3%-0.2pp | 69.3%-7.2pp | 70.7%-8.6pp |
| Annual return | 17.01% | 19.07%-2.1pp | 41.31%-24.3pp | 28.51%-11.5pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $996 | $2,762-63.9% | $3,722-73.2% | $3,740-73.4% |
| Admin fee / account holder | $166 | $493-66.2% | $5,665-97.1% | $513-67.6% |