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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,608 | $47,848-71.6% | $81,473-83.3% | $70,126-80.6% |
| Participation rate | 52.8% | 58.3%-5.5pp | 68.0%-15.2pp | 69.5%-16.8pp |
| Annual return | 24.80% | 27.25%-2.4pp | 38.78%-14.0pp | 73.15%-48.3pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,935 | $2,453+223.5% | $3,537+124.4% | $3,332+138.2% |
| Admin fee / account holder | $54 | $3,145-98.3% | $4,561-98.8% | $4,645-98.8% |