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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.
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 | $10,078 | $46,360-78.3% | $147,618-93.2% | $52,331-80.7% |
| Participation rate | 47.6% | 64.9%-17.3pp | 84.6%-37.0pp | 68.1%-20.5pp |
| Annual return | -2.46% | 1.62%-4.1pp | 61.98%-64.4pp | 4.54%-7.0pp |
| Employer contribution / active EE | $374 | $2,126-82.4% | $5,565-93.3% | $1,882-80.1% |
| Participant deferral / active EE | $571 | $2,258-74.7% | $4,895-88.3% | $3,022-81.1% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |