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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.
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 | $11,213 | $41,647-73.1% | $96,192-88.3% | $86,821-87.1% |
| Participation rate | 53.0% | 50.3%+2.7pp | 68.4%-15.5pp | 72.3%-19.3pp |
| Annual return | -8.87% | 27.24%-36.1pp | 192.09%-201.0pp | 97.94%-106.8pp |
| Employer contribution / active EE | $3,005 | $1,328+126.2% | $2,799+7.3% | $2,406+24.9% |
| Participant deferral / active EE | $0 | $2,412-100.0% | $4,351-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $169-100.0% | $5,539-100.0% | $170-100.0% |