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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $9,220 | $104,336-91.2% | $159,474-94.2% | $86,821-89.4% |
| Participation rate | 19.6% | 77.7%-58.1pp | 82.8%-63.2pp | 72.3%-52.6pp |
| Annual return | 13.64% | 26.32%-12.7pp | 263.68%-250.0pp | 97.94%-84.3pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,831-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,353-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,802-100.0% | $170-100.0% |