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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 | $14,564 | $54,573-73.3% | $90,965-84.0% | $73,493-80.2% |
| Participation rate | 12.7% | 61.2%-48.5pp | 69.0%-56.3pp | 70.7%-58.0pp |
| Annual return | 10.70% | 16.69%-6.0pp | 134.57%-123.9pp | 28.51%-17.8pp |
| Employer contribution / active EE | $272 | $991-72.6% | $2,122-87.2% | $2,270-88.0% |
| Participant deferral / active EE | $505 | $2,517-79.9% | $3,373-85.0% | $3,740-86.5% |
| Admin fee / account holder | $114 | $521-78.2% | $5,960-98.1% | $513-77.9% |