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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 | $13,540 | $62,132-78.2% | $185,835-92.7% | $73,493-81.6% |
| Participation rate | 40.7% | 67.8%-27.2pp | 78.0%-37.4pp | 70.7%-30.0pp |
| Annual return | 11.98% | 20.44%-8.5pp | 35.96%-24.0pp | 28.51%-16.5pp |
| Employer contribution / active EE | $1,023 | $1,681-39.2% | $4,087-75.0% | $2,270-54.9% |
| Participant deferral / active EE | $1,614 | $3,711-56.5% | $5,633-71.4% | $3,740-56.8% |
| Admin fee / account holder | $44 | $419-89.5% | $9,502-99.5% | $513-91.4% |