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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 | $7,199 | $64,176-88.8% | $112,263-93.6% | $66,949-89.2% |
| Participation rate | 35.2% | 68.4%-33.2pp | 75.1%-39.9pp | 69.8%-34.6pp |
| Annual return | -16.17% | -13.80%-2.4pp | 27.49%-43.7pp | 1.57%-17.7pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $3,636-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $728 | $3,694-80.3% | $4,729-84.6% | $4,239-82.8% |
| Admin fee / account holder | $22 | $626-96.4% | $6,410-99.7% | $594-96.3% |