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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 | $10,799 | $55,470-80.5% | $155,556-93.1% | $74,478-85.5% |
| Participation rate | 55.1% | 61.9%-6.8pp | 78.2%-23.1pp | 67.2%-12.1pp |
| Annual return | 10.82% | 269.80%-259.0pp | 64.84%-54.0pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $1,930 | $2,267-14.9% | $4,675-58.7% | $2,626-26.5% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,631-100.0% | $4,350-100.0% |
| Admin fee / account holder | $51 | $1,744-97.1% | $15,885-99.7% | $1,946-97.4% |