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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,856-100.0% | $159,156-100.0% | $37,856-100.0% |
| Participation rate | 0.0% | 32.6%-32.6pp | 85.0%-85.0pp | 32.6%-32.6pp |
| Annual return | 0.00% | 9.68%-9.7pp | 10.03%-10.0pp | 9.68%-9.7pp |
| Employer contribution / active EE | $5,280 | $3,229+63.5% | $11,593-54.5% | $3,229+63.5% |
| Participant deferral / active EE | $0 | $5,689-100.0% | $4,578-100.0% | $5,689-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $122,144-100.0% | $163-100.0% |