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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 | $17,892 | $99,016-81.9% | $93,759-80.9% | $66,930-73.3% |
| Participation rate | 66.7% | 82.1%-15.5pp | 81.0%-14.3pp | 69.8%-3.1pp |
| Annual return | -19.24% | -14.59%-4.6pp | -11.33%-7.9pp | 1.57%-20.8pp |
| Employer contribution / active EE | $2,251 | $4,769-52.8% | $4,324-47.9% | $2,545-11.5% |
| Participant deferral / active EE | $3,441 | $6,689-48.6% | $6,096-43.6% | $4,238-18.8% |
| Admin fee / account holder | $6 | $477-98.8% | $7,197-99.9% | $593-99.1% |