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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 | $15,909 | $104,336-84.8% | $159,487-90.0% | $86,821-81.7% |
| Participation rate | 55.7% | 77.7%-22.0pp | 82.8%-27.1pp | 72.3%-16.6pp |
| Annual return | -34.08% | 26.32%-60.4pp | 263.71%-297.8pp | 97.94%-132.0pp |
| Employer contribution / active EE | $3,989 | $3,451+15.6% | $4,831-17.4% | $2,406+65.8% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $1 | $172-99.7% | $10,804-100.0% | $170-99.7% |