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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 | $91,439-100.0% | $135,974-100.0% | $71,511-100.0% |
| Participation rate | 0.0% | 75.7%-75.7pp | 81.9%-81.9pp | 67.9%-67.9pp |
| Annual return | -5.83% | 29.90%-35.7pp | 68.30%-74.1pp | 28.86%-34.7pp |
| Employer contribution / active EE | $2,128 | $3,705-42.6% | $4,859-56.2% | $2,589-17.8% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |