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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 | $28,460 | $104,479-72.8% | $159,474-82.2% | $79,391-64.2% |
| Participation rate | 40.9% | 76.6%-35.7pp | 82.8%-41.9pp | 70.7%-29.8pp |
| Annual return | 16.89% | 67.98%-51.1pp | 263.68%-246.8pp | 116.88%-100.0pp |
| Employer contribution / active EE | $2,074 | $3,417-39.3% | $4,831-57.1% | $2,428-14.6% |
| Participant deferral / active EE | $29 | $6,468-99.6% | $7,353-99.6% | $4,046-99.3% |
| Admin fee / account holder | $6 | $711-99.2% | $10,802-99.9% | $627-99.0% |