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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 | $3,417 | $63,768-94.6% | $98,483-96.5% | $79,391-95.7% |
| Participation rate | 18.6% | 69.9%-51.2pp | 73.3%-54.7pp | 70.7%-52.1pp |
| Annual return | 0.00% | 626.18%-626.2pp | 1494.38%-1494.4pp | 116.88%-116.9pp |
| Employer contribution / active EE | $0 | $2,558-100.0% | $2,961-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $494 | $3,305-85.0% | $4,276-88.4% | $4,046-87.8% |
| Admin fee / account holder | $47 | $516-90.9% | $5,953-99.2% | $627-92.5% |