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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,703 | $91,439-77.4% | $135,974-84.8% | $71,511-71.0% |
| Participation rate | 34.7% | 75.7%-41.0pp | 81.9%-47.2pp | 67.9%-33.2pp |
| Annual return | 14.55% | 29.90%-15.3pp | 68.30%-53.8pp | 28.86%-14.3pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,183 | $7,093-69.2% | $7,760-71.9% | $4,291-49.1% |
| Admin fee / account holder | $17 | $1,267-98.7% | $10,767-99.8% | $1,588-98.9% |