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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $8,148 | $78,483-89.6% | $106,201-92.3% | $74,546-89.1% |
| Participation rate | 61.5% | 72.8%-11.3pp | 75.3%-13.8pp | 67.2%-5.7pp |
| Annual return | 160.74% | 15.94%+144.8pp | 116.26%+44.5pp | 1366.03%-1205.3pp |
| Employer contribution / active EE | $1,382 | $2,522-45.2% | $3,170-56.4% | $2,624-47.3% |
| Participant deferral / active EE | $1,831 | $4,320-57.6% | $5,012-63.5% | $4,347-57.9% |
| Admin fee / account holder | $79 | $2,236-96.5% | $11,039-99.3% | $1,944-95.9% |