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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 | $12,535 | $52,293-76.0% | $178,498-93.0% | $73,412-82.9% |
| Participation rate | 51.3% | 65.3%-14.0pp | 81.9%-30.6pp | 72.2%-20.8pp |
| Annual return | 17.22% | 34.75%-17.5pp | 151.09%-133.9pp | 59.30%-42.1pp |
| Employer contribution / active EE | $467 | $1,735-73.1% | $5,011-90.7% | $2,234-79.1% |
| Participant deferral / active EE | $1,126 | $2,332-51.7% | $5,202-78.3% | $3,806-70.4% |
| Admin fee / account holder | $3 | $127-97.7% | $13,985-100.0% | $158-98.1% |