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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 | $15,925 | $50,385-68.4% | $75,501-78.9% | $62,293-74.4% |
| Participation rate | 31.5% | 67.7%-36.2pp | 72.4%-40.8pp | 69.5%-38.0pp |
| Annual return | 10.59% | 19.90%-9.3pp | 27.35%-16.8pp | 28.90%-18.3pp |
| Employer contribution / active EE | $555 | $1,537-63.9% | $2,352-76.4% | $2,042-72.8% |
| Participant deferral / active EE | $699 | $2,445-71.4% | $3,142-77.8% | $3,169-78.0% |
| Admin fee / account holder | $49 | $384-87.3% | $5,801-99.2% | $479-89.9% |