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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.
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 | $13,109 | $46,072-71.5% | $69,779-81.2% | $55,167-76.2% |
| Participation rate | 4.3% | 67.5%-63.2pp | 71.8%-67.5pp | 69.0%-64.7pp |
| Annual return | 4.56% | 8.68%-4.1pp | 12.99%-8.4pp | 169.23%-164.7pp |
| Employer contribution / active EE | $647 | $1,500-56.9% | $2,338-72.3% | $1,963-67.0% |
| Participant deferral / active EE | $827 | $2,344-64.7% | $2,931-71.8% | $3,054-72.9% |
| Admin fee / account holder | $45 | $428-89.4% | $4,381-99.0% | $504-91.0% |