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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 | $126 | $69,708-99.8% | $67,560-99.8% | $74,478-99.8% |
| Participation rate | 63.6% | 71.4%-7.9pp | 72.9%-9.4pp | 67.2%-3.7pp |
| Annual return | 0.00% | -40.67%+40.7pp | 3533.50%-3533.5pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $2,737-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $99 | $3,637-97.3% | $4,004-97.5% | $4,350-97.7% |
| Admin fee / account holder | $1 | $887-99.9% | $3,994-100.0% | $1,946-100.0% |