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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 | $1,097 | $55,446-98.0% | $155,574-99.3% | $74,429-98.5% |
| Participation rate | 66.3% | 61.9%+4.4pp | 78.2%-11.9pp | 67.2%-0.9pp |
| Annual return | -176.58% | 269.20%-445.8pp | 64.87%-241.4pp | 1368.38%-1545.0pp |
| Employer contribution / active EE | $5,371 | $2,266+137.0% | $4,676+14.9% | $2,625+104.6% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,743-100.0% | $15,914-100.0% | $1,944-100.0% |