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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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $3,595 | $81,331-95.6% | $155,534-97.7% | $80,935-95.6% |
| Participation rate | 48.9% | 66.3%-17.4pp | 78.2%-29.3pp | 67.7%-18.8pp |
| Annual return | 8.73% | 33.37%-24.6pp | 64.92%-56.2pp | 35.66%-26.9pp |
| Employer contribution / active EE | $793 | $3,105-74.4% | $4,675-83.0% | $2,757-71.2% |
| Participant deferral / active EE | $1,310 | $3,454-62.1% | $5,630-76.7% | $4,299-69.5% |
| Admin fee / account holder | $59 | $7,999-99.3% | $15,900-99.6% | $6,924-99.1% |