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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 | $2,766 | $30,599-91.0% | $74,577-96.3% | $57,658-95.2% |
| Participation rate | 68.2% | 49.1%+19.1pp | 68.1%+0.1pp | 70.2%-2.0pp |
| Annual return | 0.00% | 14.24%-14.2pp | 20.47%-20.5pp | 5.13%-5.1pp |
| Employer contribution / active EE | $962 | $1,000-3.8% | $2,525-61.9% | $1,974-51.3% |
| Participant deferral / active EE | $0 | $1,805-100.0% | $3,458-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $98-100.0% | $4,138-100.0% | $95-100.0% |