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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 | $17,829 | $102,393-82.6% | $147,041-87.9% | $80,911-78.0% |
| Participation rate | 64.6% | 75.9%-11.3pp | 82.2%-17.6pp | 67.6%-3.1pp |
| Annual return | -31.56% | 134.95%-166.5pp | 419.21%-450.8pp | 35.63%-67.2pp |
| Employer contribution / active EE | $1,073 | $3,715-71.1% | $4,935-78.3% | $2,756-61.1% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $7,943-100.0% | $13,006-100.0% | $6,935-100.0% |