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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 | $13,446 | $51,226-73.8% | $82,744-83.7% | $66,938-79.9% |
| Participation rate | 12.8% | 67.9%-55.1pp | 72.6%-59.8pp | 69.8%-57.0pp |
| Annual return | -24.08% | -9.61%-14.5pp | 702.22%-726.3pp | 1.58%-25.7pp |
| Employer contribution / active EE | $0 | $2,612-100.0% | $3,008-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,402 | $3,460-59.5% | $4,395-68.1% | $4,238-66.9% |
| Admin fee / account holder | $21 | $416-95.0% | $5,325-99.6% | $594-96.5% |