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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 | $20,353 | $49,471-58.9% | $79,583-74.4% | $66,949-69.6% |
| Participation rate | 54.6% | 61.4%-6.7pp | 69.5%-14.9pp | 69.8%-15.2pp |
| Annual return | -19.65% | 84.30%-104.0pp | 0.16%-19.8pp | 1.57%-21.2pp |
| Employer contribution / active EE | $982 | $1,266-22.5% | $2,414-59.3% | $2,545-61.4% |
| Participant deferral / active EE | $2,467 | $3,160-21.9% | $3,986-38.1% | $4,239-41.8% |
| Admin fee / account holder | $197 | $595-66.8% | $6,835-97.1% | $594-66.8% |