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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 | $34,449 | $176,471-80.5% | $95,956-64.1% | $90,274-61.8% |
| Participation rate | 49.2% | 86.6%-37.4pp | 77.1%-27.9pp | 73.4%-24.1pp |
| Annual return | 8.15% | 20.15%-12.0pp | 91.63%-83.5pp | 53.97%-45.8pp |
| Employer contribution / active EE | $1,404 | $2,783-49.6% | $2,541-44.7% | $2,523-44.4% |
| Participant deferral / active EE | $0 | $5,325-100.0% | $4,167-100.0% | $4,231-100.0% |
| Admin fee / account holder | $0 | $154-100.0% | $6,797-100.0% | $114-100.0% |