Filed January 6, 2018
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,028 | $33,914-94.0% | $63,412-96.8% | $52,331-96.1% |
| Participation rate | 32.7% | 59.6%-26.9pp | 67.1%-34.4pp | 68.1%-35.4pp |
| Annual return | 8.06% | 3.22%+4.8pp | 4.04%+4.0pp | 4.54%+3.5pp |
| Employer contribution / active EE | $0 | $1,121-100.0% | $1,814-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $0 | $1,733-100.0% | $2,496-100.0% | $3,022-100.0% |
| Admin fee / account holder | $1 | $353-99.8% | $3,753-100.0% | $592-99.9% |