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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 | $32,845 | $101,591-67.7% | $147,096-77.7% | $74,429-55.9% |
| Participation rate | 35.8% | 75.5%-39.8pp | 82.2%-46.4pp | 67.2%-31.4pp |
| Annual return | 14.24% | 8746.45%-8732.2pp | 419.75%-405.5pp | 1368.38%-1354.1pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,305 | $7,302-68.4% | $8,071-71.4% | $4,348-47.0% |
| Admin fee / account holder | $7 | $1,750-99.6% | $13,005-99.9% | $1,944-99.7% |