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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 | $13,412 | $52,967-74.7% | $172,753-92.2% | $65,186-79.4% |
| Participation rate | 68.4% | 66.2%+2.2pp | 82.6%-14.2pp | 70.2%-1.8pp |
| Annual return | -9.73% | 30.12%-39.9pp | 803.00%-812.7pp | 29.39%-39.1pp |
| Employer contribution / active EE | $2,421 | $2,190+10.5% | $5,144-52.9% | $2,177+11.2% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $472-100.0% | $13,956-100.0% | $847-100.0% |