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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,260 | $55,423-90.5% | $155,602-96.6% | $74,400-92.9% |
| Participation rate | 41.7% | 61.9%-20.2pp | 78.2%-36.5pp | 67.2%-25.5pp |
| Annual return | -42.33% | 269.07%-311.4pp | 64.81%-107.1pp | 1367.51%-1409.8pp |
| Employer contribution / active EE | $1,144 | $2,266-49.5% | $4,675-75.5% | $2,624-56.4% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $1 | $1,744-100.0% | $15,923-100.0% | $1,944-100.0% |