Filed July 31, 2020
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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,564 | $89,588-97.1% | $133,698-98.1% | $77,762-96.7% |
| Participation rate | 50.2% | 74.3%-24.1pp | 76.4%-26.2pp | 70.6%-20.4pp |
| Annual return | 1.27% | 17.42%-16.1pp | 580.90%-579.6pp | 31.27%-30.0pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $4,218-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $7,016-100.0% | $4,651-100.0% |
| Admin fee / account holder | $4 | $539-99.2% | $6,703-99.9% | $433-99.0% |