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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.
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 | $16,911 | $50,199-66.3% | $69,890-75.8% | $66,949-74.7% |
| Participation rate | 24.6% | 66.3%-41.8pp | 70.5%-45.9pp | 69.8%-45.2pp |
| Annual return | -18.60% | -13.85%-4.8pp | 190.84%-209.4pp | 1.57%-20.2pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,560-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,445 | $3,112-53.6% | $3,848-62.4% | $4,239-65.9% |
| Admin fee / account holder | $12 | $600-98.1% | $6,267-99.8% | $594-98.1% |