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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,619 | $63,114-29.3% | $92,909-52.0% | $65,185-31.6% |
| Participation rate | 58.3% | 68.8%-10.5pp | 76.0%-17.7pp | 70.2%-11.9pp |
| Annual return | -9.39% | 28.75%-38.1pp | 109.44%-118.8pp | 29.38%-38.8pp |
| Employer contribution / active EE | $4,408 | $2,571+71.5% | $3,653+20.6% | $2,177+102.5% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,795-100.0% | $847-100.0% |