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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 | $6,874 | $28,109-75.5% | $71,089-90.3% | $56,289-87.8% |
| Participation rate | 18.4% | 40.4%-22.0pp | 54.6%-36.2pp | 69.9%-51.4pp |
| Annual return | -27.98% | -615.05%+587.1pp | 650.65%-678.6pp | -9.96%-18.0pp |
| Employer contribution / active EE | $353 | $558-36.8% | $1,088-67.6% | $2,111-83.3% |
| Participant deferral / active EE | $571 | $1,116-48.8% | $1,873-69.5% | $3,350-83.0% |
| Admin fee / account holder | $20 | $585-96.6% | $3,082-99.3% | $521-96.2% |